Position in UL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$464,487
+$23,483 QoQ
Shares Held
7,726
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#631
of 1,172 holders
Holding Since
Dec 2023
10 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, 2026Aprio Wealth Management, LLC holds $5,465,850 across 5 Household & Personal Products names. UL ranks #4 (8.5% of the industry book) .
All Filings in UL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,487 | 7,726 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $441,004 | 7,741 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $629,148 | 9,620 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $664,529 | 11,210 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $692,199 | 11,316 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $644,330 | 10,820 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $497,542 | 8,775 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $479,859 | 7,387 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $440,140 | 8,004 | Shares | Sole | 2024-07-10 | |
| 2023-12-31 | $208,318 | 4,297 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||