Position in UL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$128,656
+$124,555 QoQ
Shares Held
2,140
+2872.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#923
of 1,172 holders
Holding Since
Mar 2020
11 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, 2026Lloyd Advisory Services, LLC. holds $367,682 across 5 Household & Personal Products names. UL ranks #2 (35.0% of the industry book) .
All Filings in UL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,656 | 2,140 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,101 | 72 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $91,494 | 1,399 | Shares | Sole | 2026-02-06 | |
| 2023-09-30 | $1,187,476 | 24,038 | Shares | Sole | 2023-11-13 | |
| 2021-12-31 | $200,152 | 3,721 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $200,885 | 3,705 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $199,017 | 3,402 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $162,521 | 2,911 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $153,978 | 2,551 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $165,487 | 2,683 | Shares | Other | 2020-10-28 | |
| 2020-03-31 | $97,296 | 1,924 | Shares | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||