Position in UL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$255,570
+$22,221 QoQ
Shares Held
4,251
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#821
of 1,172 holders
Holding Since
Sep 2024
7 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $6,010,176 across 5 Household & Personal Products names. UL ranks #3 (4.3% of the industry book) .
All Filings in UL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,570 | 4,251 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $233,349 | 4,096 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $356,687 | 6,017 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $294,227 | 4,810 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $318,473 | 5,348 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $323,870 | 5,712 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $260,424 | 4,009 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||