Heritage Family Offices, LLP
Family OfficePosition in ULS — UL Solutions Inc.
CIK 2019316
SCOTTSDALE, AZ
Position in ULS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$263,511
-$25,588 QoQ
Shares Held
2,587
-23.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#279
of 388 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ULS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Heritage Family Offices, LLP holds $263,511 across 1 Specialty Business Services name. ULS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULS |
UL Solutions Inc.
This page
|
2,587 | $263,511 |
All Filings in ULS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,511 | 2,587 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $289,099 | 3,373 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $407,469 | 5,167 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $411,838 | 5,812 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||