Position in UL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,751,812
+$374,056 QoQ
Shares Held
45,772
+9.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#279
of 1,170 holders
Holding Since
Jun 2023
13 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, 2026Portside Wealth Group, LLC holds $6,104,309 across 5 Household & Personal Products names. UL ranks #1 (45.1% of the industry book) .
All Filings in UL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,751,812 | 45,772 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,377,756 | 41,737 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,772,109 | 42,387 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $2,703,584 | 45,607 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,703,100 | 44,190 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $2,623,950 | 44,063 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,563,749 | 45,216 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $2,946,651 | 45,361 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,410,487 | 43,835 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $2,032,495 | 40,496 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $1,603,088 | 33,067 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $1,838,765 | 37,222 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $1,699,491 | 32,601 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||