Position in UL
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,442
+$75 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,143
of 1,170 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Dogwood Wealth Management LLC holds $107,534 across 7 Household & Personal Products names. UL ranks #3 (1.3% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,442 | 24 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,367 | 24 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||