Position in UL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$32,104
+$1,683 QoQ
Shares Held
534
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#999
of 1,170 holders
Holding Since
Dec 2025
3 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, 2026High Point Wealth Management, LLC holds $324,022 across 4 Household & Personal Products names. UL ranks #4 (9.9% 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 | $32,104 | 534 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $30,421 | 534 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $34,923 | 534 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||