Position in UL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$238,255
-$152,957 QoQ
Shares Held
3,963
-42.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#847
of 1,174 holders
Holding Since
Sep 2022
13 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, 2026Icon Wealth Advisors, LLC holds $7,373,398 across 5 Household & Personal Products names. UL ranks #4 (3.2% of the industry book) .
All Filings in UL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,255 | 3,963 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $391,212 | 6,867 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $477,747 | 7,305 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $463,510 | 7,819 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $473,883 | 7,747 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $458,951 | 7,707 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $477,697 | 8,425 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $578,079 | 8,899 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $457,571 | 8,321 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $365,082 | 7,274 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $326,124 | 6,727 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $354,615 | 7,043 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $286,100 | 6,526 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||