Position in UL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,032,440
+$79,959 QoQ
Shares Held
17,173
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#442
of 1,172 holders
Holding Since
Jun 2022
17 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, 2026GoalVest Advisory LLC holds $2,397,388 across 3 Household & Personal Products names. UL ranks #2 (43.1% of the industry book) .
All Filings in UL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,032,440 | 17,173 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $952,481 | 16,719 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,231,024 | 18,823 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,431,079 | 24,141 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,394,858 | 22,803 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,340,768 | 22,515 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,057,455 | 18,650 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,212,674 | 18,668 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $990,480 | 18,012 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $966,408 | 19,255 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $868,713 | 17,919 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $790,498 | 16,002 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $766,415 | 14,702 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,124,803 | 21,660 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,041,037 | 20,676 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $835,897 | 19,067 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $722,327 | 15,761 | Shares | Sole | 2022-07-06 | |
| No filing history on record for this holder in this stock. | ||||||