Position in UL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,581
+$7,430 QoQ
Shares Held
176
+203.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,081
of 1,172 holders
Holding Since
Dec 2023
2 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, 2026Provenance Wealth Advisors, LLC holds $293,649 across 4 Household & Personal Products names. UL ranks #2 (3.6% 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 | $10,581 | 176 | Shares | Sole | 2026-07-24 | |
| 2023-12-31 | $3,151 | 65 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||