Position in UL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,738,550
+$3,298,474 QoQ
Shares Held
112,085
+85.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#170
of 1,170 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026NewEdge Wealth, LLC holds $21,035,778 across 6 Household & Personal Products names. UL ranks #2 (32.0% of the industry book) .
All Filings in UL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,738,550 | 112,085 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,440,076 | 60,384 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,864,813 | 59,095 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,457,093 | 58,318 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,550,372 | 74,389 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,472,703 | 91,901 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,532,714 | 79,942 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,048,889 | 77,723 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,178,038 | 57,793 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,850,542 | 56,795 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,446,643 | 29,840 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $820,335 | 16,606 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $689,836 | 13,233 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $578,499 | 11,140 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $338,805 | 6,729 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $335,200 | 7,646 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,026,180 | 22,391 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $361,871 | 7,941 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||