Position in UL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$361,922
+$24,090 QoQ
Shares Held
6,020
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#710
of 1,170 holders
Holding Since
Dec 2023
10 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, 2026Cetera Trust Company, N.A holds $874,747 across 4 Household & Personal Products names. UL ranks #1 (41.4% 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 | $361,922 | 6,020 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $337,832 | 5,930 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $395,990 | 6,680 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $396,381 | 6,480 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $370,996 | 6,230 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $353,241 | 6,230 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $402,427 | 6,195 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $340,663 | 6,195 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $310,927 | 6,195 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $318,513 | 6,570 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||