Position in UL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$501,220
-$64,890 QoQ
Shares Held
8,337
-16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#606
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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $7,622,280 across 5 Household & Personal Products names. UL ranks #3 (6.6% 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 | $501,220 | 8,337 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $566,110 | 9,937 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $698,472 | 10,680 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $770,818 | 13,003 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $826,283 | 13,508 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $581,624 | 9,767 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $442,146 | 7,798 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||