Position in UL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$367,032
+$9,204 QoQ
Shares Held
6,105
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#704
of 1,170 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $4,222,786 across 3 Household & Personal Products names. UL ranks #2 (8.7% 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 | $367,032 | 6,105 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $357,828 | 6,281 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $399,267 | 6,105 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $476,137 | 8,032 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $553,160 | 9,043 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $537,855 | 9,032 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $512,114 | 9,032 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $586,719 | 9,032 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $562,657 | 10,232 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $509,880 | 10,159 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $535,073 | 11,037 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $545,227 | 11,037 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $575,359 | 11,037 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $585,873 | 11,282 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $558,079 | 11,084 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $475,182 | 10,839 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $496,751 | 10,839 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $490,287 | 10,759 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||