Position in UL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,569
-$24,086 QoQ
Shares Held
76
-84.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,122
of 1,170 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $54,409 across 5 Household & Personal Products names. UL ranks #3 (8.4% of the industry book) .
All Filings in UL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,569 | 76 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $28,655 | 503 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $55,480 | 907 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $11,194 | 896 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $53,750 | 948 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||