Position in UL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,006,805
+$11,602 QoQ
Shares Held
33,380
-4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#340
of 1,174 holders
Holding Since
Mar 2020
26 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, 2026SkyOak Wealth, LLC holds $6,070,181 across 3 Household & Personal Products names. UL ranks #2 (33.1% of the industry book) .
All Filings in UL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,006,805 | 33,380 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,995,203 | 35,022 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,342,824 | 35,823 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,416,432 | 40,763 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,513,351 | 41,088 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,448,338 | 41,114 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,361,046 | 41,641 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,556,957 | 39,362 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,165,617 | 39,382 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,048,104 | 40,807 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,985,886 | 40,963 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,067,388 | 41,850 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,211,199 | 42,417 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,227,224 | 42,889 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,168,828 | 43,075 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,910,504 | 43,579 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,052,085 | 44,776 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,054,479 | 45,084 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,368,910 | 44,040 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,403,791 | 44,334 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,554,461 | 43,666 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,412,580 | 43,213 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,443,373 | 40,480 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,515,003 | 40,775 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,282,404 | 41,589 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,073,622 | 41,005 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||