Position in UL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$43,166
+$3,003 QoQ
Shares Held
718
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#982
of 1,172 holders
Holding Since
Sep 2023
12 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, 2026LGT Financial Advisors LLC holds $161,590 across 3 Household & Personal Products names. UL ranks #3 (26.7% 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 | $43,166 | 718 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $40,163 | 705 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $46,107 | 705 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $67,816 | 1,144 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $69,549 | 1,137 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $66,933 | 1,124 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $63,730 | 1,124 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $95,361 | 1,468 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $80,450 | 1,463 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $73,075 | 1,456 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $70,296 | 1,450 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $72,815 | 1,474 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||