Heritage Wealth Advisors

Position in UL — Unilever PLC

CIK 1591122 RICHMOND, VA

Position in UL

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

Position Value

$40,039

+$2,097 QoQ

Shares Held

666

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#986

of 1,172 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Heritage Wealth Advisors holds $1,693,237 across 6 Household & Personal Products names. UL ranks #4 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	9,285	$1,361,552
2	KMB	Kimberly Clark Corp	1,917	$210,429
3	CL	Colgate Palmolive Co	716	$65,642
4	UL	Unilever PLC This page	666	$40,039
5	CHD	Church & Dwight Co Inc /De/	146	$14,144
6	CLX	Clorox Co /De/	15	$1,431

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,039	666	0.0%	Shares	Sole	2026-08-14
2026-03-31	$37,942	666	-66.0%	Shares	Sole	2026-05-14
2025-12-31	$128,118	1,959	-13.9%	Shares	Sole	2026-02-13
2025-09-30	$134,802	2,274	0.0%	Shares	Sole	2025-11-13
2025-06-30	$139,100	2,274	+3.1%	Shares	Sole	2025-08-11
2025-03-31	$131,307	2,205	-21.7%	Shares	Sole	2025-05-08
2024-12-31	$159,610	2,815	0.0%	Shares	Sole	2025-02-12
2024-09-30	$182,862	2,815	0.0%	Shares	Sole	2024-11-12
2024-06-30	$154,796	2,815	-4.1%	Shares	Sole	2024-12-12
2024-03-31	$147,307	2,935	0.0%	Shares	Sole	2024-12-12
2023-12-31	$142,288	2,935	0.0%	Shares	Sole	2024-12-12
2023-09-30	$144,988	2,935	-4.6%	Shares	Sole	2024-12-12
2023-06-30	$160,299	3,075	0.0%	Shares	Sole	2024-12-12
2023-03-31	$159,684	3,075	-15.2%	Shares	Sole	2023-05-04
2022-12-31	$182,518	3,625	0.0%	Shares	Sole	2024-12-12
2022-09-30	$158,920	3,625	-18.3%	Shares	Sole	2024-12-12
2022-06-30	$203,256	4,435	-2.5%	Shares	Sole	2022-08-04
2022-03-31	$207,298	4,549	0.0%	Shares	Sole	2022-05-11
2021-12-31	$244,690	4,549	0.0%	Shares	Sole	2022-03-28
2021-09-30	$246,646	4,549	-22.2%	Shares	Sole	2021-11-02
2021-06-30	$342,049	5,847	0.0%	Shares	Sole	2021-08-09
2021-03-31	$326,437	5,847	0.0%	Shares	Sole	2021-04-27
2020-12-31	$352,925	5,847	+129.1%	Shares	Sole	2021-02-01
2020-09-30	$157,407	2,552	0.0%	Shares	Sole	2020-11-03
2020-06-30	$140,053	2,552	+41.6%	Shares	Sole	2020-07-17
2020-03-31	$91,127	1,802	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.