Position in UL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$15,991
+$837 QoQ
Shares Held
266
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,056
of 1,172 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $1,711,903 across 5 Household & Personal Products names. UL ranks #5 (0.9% of the industry book) .
All Filings in UL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,991 | 266 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $15,154 | 266 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $17,396 | 266 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $17,784 | 300 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $18,350 | 300 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $17,864 | 300 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||