Position in UL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$989,274
-$2,687 QoQ
Shares Held
16,455
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#454
of 1,170 holders
Holding Since
Dec 2020
23 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $2,417,080 across 3 Household & Personal Products names. UL ranks #2 (40.9% of the industry book) .
All Filings in UL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $989,274 | 16,455 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $991,961 | 17,412 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,117,947 | 17,094 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,184,948 | 19,989 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,117,697 | 18,272 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,047,424 | 17,589 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $649,555 | 11,456 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $233,336 | 3,592 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $510,472 | 9,283 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,786,162 | 35,588 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,429,384 | 29,484 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,365,761 | 27,647 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,325,771 | 25,432 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,344,051 | 25,882 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $908,063 | 18,035 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,014,808 | 23,148 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,059,682 | 23,122 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $994,155 | 21,816 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,211,888 | 22,530 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,378,598 | 25,426 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,109,218 | 18,961 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $902,826 | 16,171 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $759,148 | 12,577 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||