Position in UL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$253,225
+$7,343 QoQ
Shares Held
4,212
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#822
of 1,170 holders
Holding Since
Mar 2022
9 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, 2026MONEY CONCEPTS CAPITAL CORP holds $21,729,149 across 6 Household & Personal Products names. UL ranks #5 (1.2% of the industry book) .
All Filings in UL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,225 | 4,212 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $245,882 | 4,316 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $282,266 | 4,316 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $261,306 | 4,408 | Shares | Sole | 2025-11-04 | |
| 2023-03-31 | $1,211,734 | 23,334 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,443,686 | 28,673 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,121,033 | 25,571 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $148,305 | 3,236 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $495,984 | 10,884 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||