Position in UL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$260,499
-$140,569 QoQ
Shares Held
4,333
-38.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#817
of 1,172 holders
Holding Since
Mar 2023
14 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, 2026Empire Financial Management Company, LLC holds $3,396,310 across 3 Household & Personal Products names. UL ranks #3 (7.7% of the industry book) .
All Filings in UL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,499 | 4,333 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $401,068 | 7,040 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $845,491 | 12,928 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $862,287 | 14,546 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $889,778 | 14,546 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $866,214 | 14,546 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,435,078 | 25,310 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $295,308 | 4,546 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $304,974 | 5,546 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $228,163 | 4,546 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $220,390 | 4,546 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $228,968 | 4,635 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $244,646 | 4,693 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $272,268 | 5,243 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||