Position in UL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,705
+$142 QoQ
Shares Held
45
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,131
of 1,170 holders
Holding Since
Mar 2023
14 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, 2026HOEY INVESTMENTS, INC holds $16,012 across 3 Household & Personal Products names. UL ranks #2 (16.9% of the industry book) .
All Filings in UL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,705 | 45 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,563 | 45 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,943 | 45 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,082 | 52 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,180 | 52 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,096 | 52 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,948 | 52 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,377 | 52 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,859 | 52 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,609 | 52 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,520 | 52 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,568 | 52 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $2,710 | 52 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $2,700 | 52 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||