Position in UL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$859,355
-$111,299 QoQ
Shares Held
14,294
-16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#489
of 1,170 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $5,632,602 across 6 Household & Personal Products names. UL ranks #3 (15.3% of the industry book) .
All Filings in UL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $859,355 | 14,294 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $970,654 | 17,038 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,131,550 | 17,302 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,171,847 | 19,768 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,220,524 | 19,953 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,198,919 | 20,133 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,205,726 | 21,265 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,411,906 | 21,735 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,204,776 | 21,909 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $617,989 | 12,313 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $595,285 | 12,279 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $647,337 | 13,104 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $683,841 | 13,118 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $700,950 | 13,498 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $678,970 | 13,485 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $585,878 | 13,364 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $538,777 | 11,756 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $389,623 | 8,550 | Shares | Sole | 2022-04-27 | |
| 2020-09-30 | $115,958 | 1,880 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||