Position in UL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,743
+$91 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,141
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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $130,293 across 4 Household & Personal Products names. UL ranks #4 (1.3% 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 | $1,743 | 29 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,652 | 29 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,896 | 29 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,956 | 33 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,018 | 33 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,965 | 33 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,871 | 33 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||