HBK Sorce Advisory LLC

Position in UL — Unilever PLC

CIK 1379995 ERIE, PA

Position in UL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$372,202

+$30,155 QoQ

Shares Held

6,191

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#699

of 1,170 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

HBK Sorce Advisory LLC holds $13,819,003 across 5 Household & Personal Products names. UL ranks #5 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	66,452	$9,744,521
2	KVUE	Kenvue Inc.	87,459	$1,671,341
3	CL	Colgate Palmolive Co	11,300	$1,035,984
4	KMB	Kimberly Clark Corp	9,064	$994,955
5	UL	Unilever PLC This page	6,191	$372,202

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$372,202	6,191	+3.1%	Shares	Sole	2026-08-06
2026-03-31	$342,047	6,004	+11.2%	Shares	Sole	2026-05-11
2025-12-31	$353,225	5,401	+8.7%	Shares	Sole	2026-02-09
2025-09-30	$294,503	4,968	+31.7%	Shares	Sole	2025-10-16
2025-06-30	$230,733	3,772	+3.1%	Shares	Sole	2025-08-04
2025-03-31	$217,774	3,657	+3.2%	Shares	Sole	2025-04-23
2024-12-31	$200,944	3,544	+0.9%	Shares	Sole	2025-02-10
2024-09-30	$228,074	3,511	-16.9%	Shares	Sole	2024-11-12
2024-03-31	$212,002	4,224	-7.3%	Shares	Sole	2024-05-09
2023-12-31	$220,923	4,557	-12.0%	Shares	Sole	2024-01-25
2023-09-30	$255,743	5,177	-1.5%	Shares	Sole	2023-11-06
2023-06-30	$273,995	5,256	+6.0%	Shares	Sole	2023-08-04
2023-03-31	$257,416	4,957	-59.5%	Shares	Sole	2023-08-15
2022-12-31	$615,579	12,226	+91.7%	Shares	Sole	2023-02-09
2022-09-30	$279,611	6,378	+2.4%	Shares	Sole	2022-11-14
2022-06-30	$285,521	6,230	+9.9%	Shares	Sole	2022-08-15
2022-03-31	$258,427	5,671	-79.8%	Shares	Sole	2022-05-13
2021-12-31	$1,509,077	28,055	+17.6%	Shares	Sole	2022-02-15
2021-09-30	$1,293,147	23,850	-5.4%	Shares	Sole	2021-11-15
2021-06-30	$1,474,375	25,203	+0.5%	Shares	Sole	2021-08-12
2021-03-31	$1,400,048	25,077	-8.9%	Shares	Sole	2021-05-14
2020-12-31	$1,661,107	27,520	+255.1%	Shares	Sole	2021-02-12
2020-09-30	$477,958	7,749	+5.5%	Shares	Sole	2020-11-13
2020-06-30	$403,093	7,345	+7.7%	Shares	Sole	2020-08-14
2020-03-31	$344,988	6,822	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.