Position in UL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$193,706
+$10,947 QoQ
Shares Held
3,222
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#906
of 1,172 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $416,552 across 3 Household & Personal Products names. UL ranks #2 (46.5% 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 | $193,706 | 3,222 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $182,759 | 3,208 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||