Position in UL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$389,036
+$61,915 QoQ
Shares Held
6,471
+12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#686
of 1,170 holders
Holding Since
Sep 2024
6 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, 2026United Advisor Group, LLC holds $4,721,785 across 4 Household & Personal Products names. UL ranks #2 (8.2% of the industry book) .
All Filings in UL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,036 | 6,471 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $327,121 | 5,742 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $367,744 | 5,623 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $326,929 | 5,515 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $358,174 | 6,317 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $468,037 | 7,205 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||