Position in UL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,778,109
+$107,464 QoQ
Shares Held
29,576
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#355
of 1,172 holders
Holding Since
Dec 2023
11 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, 2026Optimist Retirement Group LLC holds $4,902,852 across 3 Household & Personal Products names. UL ranks #2 (36.3% of the industry book) .
All Filings in UL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,778,109 | 29,576 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,670,645 | 29,325 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,165,067 | 33,105 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,206,403 | 37,220 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,247,017 | 36,734 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,342,220 | 39,332 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,191,116 | 38,644 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,542,860 | 39,145 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $2,096,494 | 38,125 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,791,683 | 35,698 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,040,526 | 21,463 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||