J.W. COLE ADVISORS, INC.

Position in UL — Unilever PLC

CIK 1404763 TAMPA, FL

Position in UL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,149,614

+$35,068 QoQ

Shares Held

19,122

+12.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#416

of 1,170 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $21,708,566 across 5 Household & Personal Products names. UL ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	113,085	$16,582,784
2	CL	Colgate Palmolive Co	24,937	$2,286,224
3	KMB	Kimberly Clark Corp	12,800	$1,405,056
4	UL	Unilever PLC This page	19,122	$1,149,614
5	CLX	Clorox Co /De/	2,985	$284,888

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,149,614	19,122	+12.2%	Shares	Sole	2026-07-21
2025-12-31	$1,114,546	17,042	-8.6%	Shares	Sole	2026-02-11
2025-09-30	$1,105,276	18,645	+6.5%	Shares	Sole	2025-11-05
2025-06-30	$1,070,535	17,501	+7.1%	Shares	Sole	2025-08-12
2025-03-31	$972,927	16,338	+29.6%	Shares	Sole	2025-05-05
2024-12-31	$714,987	12,610	+11.4%	Shares	Sole	2025-01-31
2024-09-30	$735,607	11,324	+3.0%	Shares	Sole	2024-10-24
2024-06-30	$604,340	10,990	+103.4%	Shares	Sole	2024-08-08
2023-03-31	$280,525	5,402	+8.8%	Shares	Sole	2023-05-03
2022-12-31	$250,088	4,967	+12.4%	Shares	Sole	2023-02-14
2021-12-31	$237,751	4,420	-0.9%	Shares	Sole	2022-01-25
2021-09-30	$241,875	4,461	+29.9%	Shares	Sole	2021-10-26
2021-06-30	$200,830	3,433	-6.1%	Shares	Sole	2021-08-06
2021-03-31	$204,058	3,655	+2.8%	Shares	Sole	2021-04-28
2020-12-31	$214,579	3,555	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.