Position in UL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,641
+$558 QoQ
Shares Held
177
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,076
of 1,170 holders
Holding Since
Mar 2024
10 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $583,412 across 5 Household & Personal Products names. UL ranks #3 (1.8% of the industry book) .
All Filings in UL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,641 | 177 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,083 | 177 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $954 | 177 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $36,635 | 618 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $28,625 | 468 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $36,800 | 618 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,340 | 200 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $25,984 | 400 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $10,998 | 200 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,038 | 200 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||