Position in UL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,142
-$6,469 QoQ
Shares Held
19
-86.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,150
of 1,170 holders
Holding Since
Dec 2023
2 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, 2026Trifecta Capital Advisors, LLC holds $744,928 across 6 Household & Personal Products names. UL ranks #4 (0.2% of the industry book) .
All Filings in UL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,142 | 19 | Shares | Sole | 2026-08-03 | |
| 2023-12-31 | $7,611 | 157 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||