Position in UL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$255,339
-$74,800 QoQ
Shares Held
4,482
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Simplicity Wealth,LLC holds $10,979,089 across 6 Household & Personal Products names. UL ranks #5 (2.3% of the industry book) .
All Filings in UL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255,339 | 4,482 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $330,139 | 5,048 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||