Position in UL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$756,606
+$78,609 QoQ
Shares Held
12,585
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#512
of 1,170 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Modern Wealth Management, LLC holds $13,768,219 across 6 Household & Personal Products names. UL ranks #2 (5.5% of the industry book) .
All Filings in UL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $756,606 | 12,585 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $677,997 | 11,901 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $763,803 | 11,679 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $750,245 | 12,656 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $863,472 | 14,116 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $856,860 | 14,389 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $771,005 | 13,598 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $873,516 | 13,447 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $720,917 | 13,110 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $560,370 | 11,165 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||