Position in UL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,148
+$218 QoQ
Shares Held
69
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,125
of 1,170 holders
Holding Since
Dec 2024
7 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, 2026Holos Integrated Wealth LLC holds $359,644 across 5 Household & Personal Products names. UL ranks #5 (1.2% 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 | $4,148 | 69 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,930 | 69 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,512 | 69 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $4,623 | 78 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $4,771 | 78 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,644 | 78 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $4,422 | 78 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||