Position in UL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,255,461
+$80,404 QoQ
Shares Held
37,516
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#318
of 1,170 holders
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Carolina Wealth Advisors, LLC holds $9,946,114 across 5 Household & Personal Products names. UL ranks #3 (22.7% of the industry book) .
All Filings in UL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,255,461 | 37,516 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,175,057 | 38,179 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $54,020 | 826 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $55,486 | 936 | Shares | Sole | 2025-10-07 | |
| 2022-06-30 | $0 | 0 | Shares | Sole | 2022-07-19 | |
| 2021-06-30 | $4,036 | 69 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $11,333 | 203 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $4,164 | 69 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $10,362 | 168 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||