Position in UL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$391,501
+$79,192 QoQ
Shares Held
6,512
+18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#686
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, 2026RD Lewis Holdings, Inc. holds $1,684,410 across 3 Household & Personal Products names. UL ranks #2 (23.2% of the industry book) .
All Filings in UL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,501 | 6,512 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $312,309 | 5,482 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $353,225 | 5,401 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $357,814 | 6,036 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $370,934 | 6,064 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $219,203 | 3,681 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $222,604 | 3,926 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||