Position in UL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,607,825
+$568,299 QoQ
Shares Held
43,377
+21.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#291
of 1,172 holders
Holding Since
Sep 2023
12 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, 2026HF Advisory Group, LLC holds $7,821,429 across 3 Household & Personal Products names. UL ranks #2 (33.3% of the industry book) .
All Filings in UL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,607,825 | 43,377 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,039,526 | 35,800 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,042,769 | 31,235 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,863,586 | 31,437 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,296,497 | 21,195 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,238,401 | 20,796 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,016,064 | 17,920 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,093,342 | 16,831 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $873,186 | 15,879 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $670,137 | 13,352 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $470,837 | 9,712 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $421,233 | 8,527 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||