Position in UL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,559
-$1,035 QoQ
Shares Held
159
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,085
of 1,172 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $5,743,171 across 5 Household & Personal Products names. UL ranks #4 (0.2% of the industry book) .
All Filings in UL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,559 | 159 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $10,594 | 162 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $10,848 | 183 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $96,281 | 1,574 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $93,731 | 1,574 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $89,245 | 1,574 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $108,418 | 1,669 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $76,986 | 1,400 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $82,662 | 1,647 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $67,872 | 1,400 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $116,732 | 2,363 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $133,609 | 2,563 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $125,462 | 2,416 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $129,047 | 2,563 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $138,590 | 3,024 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $141,722 | 3,110 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $188,802 | 3,510 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $185,432 | 3,420 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $223,470 | 3,820 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $213,270 | 3,820 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $229,005 | 3,794 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||