Position in UL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$53,386
+$2,797 QoQ
Shares Held
888
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#974
of 1,172 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Olistico Wealth, LLC holds $994,626 across 4 Household & Personal Products names. UL ranks #4 (5.4% of the industry book) .
All Filings in UL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,386 | 888 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $50,589 | 888 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $58,075 | 888 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $61,169 | 1,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $59,549 | 1,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $56,700 | 1,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $64,960 | 1,000 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $54,990 | 1,000 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||