Position in UL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$918,272
-$81,950 QoQ
Shares Held
15,274
-13.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#473
of 1,172 holders
Holding Since
Dec 2025
3 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, 2026Roehl & Yi Investment Advisors, LLC holds $3,072,941 across 3 Household & Personal Products names. UL ranks #2 (29.9% of the industry book) .
All Filings in UL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,272 | 15,274 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,000,222 | 17,557 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,136,390 | 17,376 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||