Position in UL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$685,428
-$172,255 QoQ
Shares Held
11,401
-24.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#536
of 1,172 holders
Holding Since
Dec 2023
11 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, 2026ALLEN WEALTH MANAGEMENT, LLC holds $3,128,372 across 3 Household & Personal Products names. UL ranks #2 (21.9% 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 | $685,428 | 11,401 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $857,683 | 15,055 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,015,923 | 15,534 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,058,978 | 17,864 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,183,638 | 19,350 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,152,173 | 19,348 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,105,537 | 19,498 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,305,501 | 20,097 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,146,431 | 20,848 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,111,558 | 22,147 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,415,273 | 49,820 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||