B. Riley Wealth Advisors, Inc.

Position in UL — Unilever PLC

CIK 1464811 MEMPHIS, TN

Back to UL Full portfolio

Position in UL

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$423,665

+$81,618 QoQ

Shares Held

7,047

+17.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#658

of 1,170 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in UL Over Time

Shares Held

Position Value (USD)

Derivatives in UL

reported options exposure · as of Jun 30, 2026

CallValue

$30,060

CallShares

500

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $11,181,968 across 5 Household & Personal Products names. UL ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	62,714	$9,196,380
2	CL	Colgate Palmolive Co	8,643	$792,390
3	KMB	Kimberly Clark Corp	5,148	$565,095
4	UL	Unilever PLC This page	7,047	$423,665
5	KVUE	Kenvue Inc.	10,698	$204,438

All Filings in UL

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,060	500	—	Call	Sole	2026-07-14
2026-06-30	$423,665	7,047	+17.4%	Shares	Sole	2026-07-14
2026-03-31	$342,047	6,004	-18.5%	Shares	Sole	2026-04-27
2025-12-31	$481,605	7,364	-14.7%	Shares	Sole	2026-02-17
2025-09-30	$511,586	8,630	-26.0%	Shares	Sole	2025-10-31
2025-06-30	$713,792	11,669	-43.1%	Shares	Sole	2025-08-19
2024-12-31	$1,162,577	20,504	-5.0%	Shares	Sole	2025-02-25
2024-09-30	$1,402,097	21,584	-3.6%	Shares	Sole	2024-12-13
2024-06-30	$1,231,061	22,387	-24.2%	Shares	Sole	2024-08-19
2024-03-31	$1,482,964	29,547	+18.2%	Shares	Sole	2024-05-16
2023-12-31	$1,211,903	24,998	-15.4%	Shares	Sole	2024-03-15
2023-09-30	$1,459,620	29,547	+13.9%	Shares	Sole	2023-12-01
2023-06-30	$1,352,774	25,950	-6.2%	Shares	Sole	2023-07-27
2023-03-31	$1,437,006	27,672	+11.9%	Shares	Sole	2023-05-17
2022-12-31	$1,245,559	24,738	-5.9%	Shares	Sole	2023-03-15
2022-09-30	$1,152,421	26,287	+40.2%	Shares	Other	2022-11-22
2022-06-30	$858,991	18,743	+5.2%	Shares	Other	2022-08-12
2022-03-31	$811,692	17,812	-6.0%	Shares	Other	2022-05-02
2021-12-31	$1,018,943	18,943	-1.1%	Shares	Other	2022-01-28
2021-09-30	$1,038,747	19,158	+3.8%	Shares	Other	2021-11-16
2021-06-30	$1,079,442	18,452	+8.5%	Shares	Other	2021-08-10
2021-03-31	$949,779	17,012	+98.6%	Shares	Other	2021-05-13
2020-12-31	$516,922	8,564	+23.3%	Shares	Other	2021-02-04
2020-09-30	$428,490	6,947	+39.3%	Shares	Other	2020-11-09
2020-06-30	$273,630	4,986	-0.6%	Shares	Other	2020-07-31
2020-03-31	$253,607	5,015	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.