Position in UL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,406
New position
Shares Held
130
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026BALLAST ADVISORS LLC holds $248,261 across 1 Household & Personal Products name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,693 | $248,261 |
All Filings in UL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,406 | 130 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||