Position in UL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$705,688
-$21,932 QoQ
Shares Held
11,738
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#528
of 1,172 holders
Holding Since
Dec 2022
15 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $3,301,256 across 5 Household & Personal Products names. UL ranks #2 (21.4% of the industry book) .
All Filings in UL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,688 | 11,738 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $727,620 | 12,772 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $689,054 | 10,536 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $639,690 | 10,791 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $572,917 | 9,366 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $542,976 | 9,118 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $906,917 | 15,995 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $926,005 | 14,255 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $979,482 | 17,812 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,186,843 | 23,647 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,132,541 | 23,361 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,173,940 | 23,764 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,261,703 | 24,203 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $916,667 | 17,652 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $486,482 | 9,662 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||