Position in UL
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$589,696
+$34,124 QoQ
Shares Held
10,351
+24.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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, 2026OneAscent Investment Solutions LLC holds $474,352 across 1 Household & Personal Products name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
5,174 | $474,352 |
All Filings in UL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $589,696 | 10,351 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $555,572 | 9,372 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $580,503 | 9,490 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $559,531 | 9,396 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||