Position in UL
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$9,286
-$1,146 QoQ
Shares Held
163
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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 Mar 31, 2026CAPITAL & PLANNING, LLC holds $8,969,515 across 4 Household & Personal Products names. UL ranks #4 (0.1% of the industry book) .
All Filings in UL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,286 | 163 | Shares | Sole | 2026-05-18 | |
| 2024-12-31 | $10,432 | 184 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||