Position in UL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$371,421
+$56,320 QoQ
Shares Held
6,178
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#701
of 1,170 holders
Holding Since
Jun 2025
4 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, 2026Savvy Advisors, Inc. holds $31,141,129 across 6 Household & Personal Products names. UL ranks #6 (1.2% of the industry book) .
All Filings in UL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,421 | 6,178 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $315,101 | 5,531 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $281,874 | 4,310 | Shares | Sole | 2026-01-20 | |
| 2025-06-30 | $203,206 | 3,322 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||