Position in UL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$7,394
+$45 QoQ
Shares Held
123
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,096
of 1,172 holders
Holding Since
Dec 2024
7 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, 2026Retirement Wealth Solutions LLC holds $93,808 across 6 Household & Personal Products names. UL ranks #3 (7.9% of the industry book) .
All Filings in UL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,394 | 123 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $7,349 | 129 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $8,894 | 136 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $7,706 | 130 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,792 | 62 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $3,692 | 62 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $3,515 | 62 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||