Position in UL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$44,428
-$31,107 QoQ
Shares Held
739
-44.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#976
of 1,170 holders
Holding Since
Mar 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026LifeSteps Financial, Inc. holds $934,755 across 4 Household & Personal Products names. UL ranks #3 (4.8% of the industry book) .
All Filings in UL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,428 | 739 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $75,535 | 1,505 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||