Position in UL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$77,991
+$26,718 QoQ
Shares Held
1,369
+74.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $2,244,290 across 3 Household & Personal Products names.
All Filings in UL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,991 | 1,369 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $51,273 | 784 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $10,018 | 169 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $59,457 | 972 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,384 | 124 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,030 | 124 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,055 | 124 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,818 | 124 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,223 | 124 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,011 | 124 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,125 | 124 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||