Position in UL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,233,349
-$533,330 QoQ
Shares Held
70,415
-15.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#228
of 1,172 holders
Holding Since
Mar 2022
17 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, 2026XML Financial, LLC holds $7,816,003 across 4 Household & Personal Products names. UL ranks #1 (54.2% of the industry book) .
All Filings in UL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,233,349 | 70,415 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,766,679 | 83,670 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,856,177 | 89,544 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,952,125 | 117,276 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $7,552,778 | 123,472 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,417,368 | 124,557 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,417,783 | 130,825 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $8,926,549 | 137,416 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $7,983,616 | 145,183 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $7,921,491 | 157,830 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,225,163 | 190,288 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,516,608 | 192,644 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $10,063,235 | 193,041 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $10,061,692 | 193,755 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,760,658 | 193,856 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,486,771 | 193,585 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $307,324 | 6,744 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||