Position in UL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$381,822
+$118,735 QoQ
Shares Held
6,351
+37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#693
of 1,172 holders
Holding Since
Jun 2024
9 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, 2026NEW WAVE WEALTH ADVISORS LLC holds $1,283,821 across 3 Household & Personal Products names. UL ranks #2 (29.7% of the industry book) .
All Filings in UL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,822 | 6,351 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $263,087 | 4,618 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $276,969 | 4,235 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $240,617 | 4,059 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $248,288 | 4,059 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $245,524 | 4,123 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $359,138 | 6,334 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $442,962 | 6,819 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $389,384 | 7,081 | Shares | Sole | 2024-08-27 | |
| No filing history on record for this holder in this stock. | ||||||