Avidian Wealth Enterprises, LLC

Position in UL — Unilever PLC

CIK 1471474 HOUSTON, TX

Position in UL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,440,415

+$210,661 QoQ

Shares Held

23,959

+11.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#388

of 1,170 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Defensive · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $8,096,864 across 5 Household & Personal Products names. UL ranks #3 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	20,035	$2,937,932
2	KMB	Kimberly Clark Corp	16,689	$1,831,951
3	UL	Unilever PLC This page	23,959	$1,440,415
4	CLX	Clorox Co /De/	9,966	$951,155
5	CL	Colgate Palmolive Co	10,203	$935,411

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,440,415	23,959	+11.0%	Shares	Sole	2026-07-24
2026-03-31	$1,229,754	21,586	+32.1%	Shares	Sole	2026-05-07
2025-12-31	$1,068,701	16,341	-12.4%	Shares	Sole	2026-02-02
2025-09-30	$1,105,809	18,654	+1.6%	Shares	Sole	2025-10-30
2025-06-30	$1,123,447	18,366	-2.3%	Shares	Sole	2025-07-30
2025-03-31	$1,119,361	18,797	-0.4%	Shares	Sole	2025-04-25
2024-12-31	$1,070,156	18,874	-1.3%	Shares	Sole	2025-01-29
2024-09-30	$1,242,230	19,123	-7.3%	Shares	Sole	2024-10-30
2024-06-30	$1,134,169	20,625	+1.5%	Shares	Sole	2024-08-06
2024-03-31	$1,020,062	20,324	-6.0%	Shares	Sole	2024-05-03
2023-12-31	$1,047,943	21,616	+1.0%	Shares	Sole	2024-02-06
2023-09-30	$1,057,159	21,400	-34.1%	Shares	Sole	2023-10-13
2023-06-30	$1,692,297	32,463	+3.3%	Shares	Sole	2023-08-03
2023-03-31	$1,631,899	31,425	+15.4%	Shares	Sole	2023-05-08
2022-12-31	$1,371,233	27,234	-15.4%	Shares	Sole	2023-02-06
2022-09-30	$1,412,043	32,209	-0.7%	Shares	Sole	2022-11-03
2022-06-30	$1,486,084	32,426	+11.1%	Shares	Sole	2022-07-29
2022-03-31	$1,330,462	29,196	+13.0%	Shares	Sole	2022-05-10
2021-12-31	$1,389,771	25,837	+22.4%	Shares	Sole	2022-02-14
2021-09-30	$1,144,205	21,103	+21.4%	Shares	Sole	2021-11-10
2021-06-30	$1,016,788	17,381	+10.2%	Shares	Sole	2021-08-09
2021-03-31	$880,550	15,772	+19.2%	Shares	Sole	2021-05-05
2020-12-31	$798,683	13,232	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.