Position in UL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,261,030
-$300,525 QoQ
Shares Held
22,135
-7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 9%
Shared 91%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $341,671 across 1 Household & Personal Products name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,330 | $341,671 |
All Filings in UL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,261,030 | 22,135 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $1,561,555 | 23,877 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,519,940 | 25,640 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $967,036 | 15,809 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $978,346 | 16,429 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $964,240 | 17,006 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $1,112,114 | 17,120 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $796,970 | 14,493 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $216,168 | 4,307 | Shares | Other | 2024-04-29 | |
| 2023-03-31 | $230,569 | 4,440 | Shares | Other | 2023-05-03 | |
| 2022-03-31 | $454,515 | 9,974 | Shares | Other | 2022-05-10 | |
| 2021-09-30 | $346,466 | 6,390 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $251,491 | 4,299 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $233,983 | 4,191 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $285,442 | 4,729 | Shares | Other | 2021-02-08 | |
| 2020-09-30 | $268,986 | 4,361 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $239,331 | 4,361 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $199,700 | 3,949 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||