Position in UL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,005,446
+$449,077 QoQ
Shares Held
16,724
+71.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#447
of 1,172 holders
Holding Since
Mar 2026
2 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $8,046,539 across 5 Household & Personal Products names. UL ranks #4 (12.5% of the industry book) .
All Filings in UL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,005,446 | 16,724 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $556,369 | 9,766 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||