Position in UL
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$57,311
-$21,904 QoQ
Shares Held
1,006
-12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
5 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, 2026Opal Wealth Advisors, LLC holds $237,084 across 1 Household & Personal Products name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
2,586 | $237,084 |
All Filings in UL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,311 | 1,006 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $79,215 | 1,295 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $62,884 | 1,056 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $136,705 | 2,486 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $163,870 | 3,265 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||