Position in UL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$454,747
+$199,750 QoQ
Shares Held
7,564
+69.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#638
of 1,172 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $1,706,132 across 5 Household & Personal Products names. UL ranks #2 (26.7% 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 | $454,747 | 7,564 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $254,997 | 4,476 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||