Position in UL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,610,086
+$382,921 QoQ
Shares Held
28,262
+50.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Gibbs Wealth Management holds $3,065,234 across 4 Household & Personal Products names. UL ranks #1 (52.5% of the industry book) .
All Filings in UL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,610,086 | 28,262 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,227,165 | 18,764 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $1,465,283 | 24,718 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $1,861,769 | 30,436 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,699,318 | 28,536 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $1,566,111 | 27,621 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $1,466,667 | 22,578 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $1,149,841 | 20,910 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $729,813 | 14,541 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||