Position in UL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$43,406
+$2,274 QoQ
Shares Held
722
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#981
of 1,172 holders
Holding Since
Dec 2022
15 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, 2026MB, LEVIS & ASSOCIATES, LLC holds $1,671,372 across 3 Household & Personal Products names. UL ranks #2 (2.6% of the industry book) .
All Filings in UL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,406 | 722 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $41,132 | 722 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $47,218 | 722 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $48,194 | 813 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $49,731 | 813 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $48,414 | 813 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $46,097 | 813 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $52,812 | 813 | Shares | Sole | 2025-05-07 | |
| 2024-06-30 | $44,706 | 813 | Shares | Sole | 2025-05-07 | |
| 2024-03-31 | $40,804 | 813 | Shares | Sole | 2025-05-07 | |
| 2023-12-31 | $39,414 | 813 | Shares | Sole | 2025-05-07 | |
| 2023-09-30 | $40,162 | 813 | Shares | Sole | 2025-05-07 | |
| 2023-06-30 | $42,381 | 813 | Shares | Sole | 2025-05-07 | |
| 2023-03-31 | $42,219 | 813 | Shares | Sole | 2025-05-07 | |
| 2022-12-31 | $40,934 | 813 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||