Avior Wealth Management, LLC

Position in UL — Unilever PLC

CIK 1599868 OMAHA, NE

Position in UL

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,068,272

+$468,207 QoQ

Shares Held

17,769

+68.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#433

of 1,172 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Avior Wealth Management, LLC holds $5,700,231 across 3 Household & Personal Products names. UL ranks #3 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	21,926	$3,215,228
2	CL	Colgate Palmolive Co	15,453	$1,416,731
3	UL	Unilever PLC This page	17,769	$1,068,272

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,068,272	17,769	+68.7%	Shares	Sole	2026-07-07
2026-03-31	$600,065	10,533	+70.3%	Shares	Sole	2026-04-09
2025-12-31	$404,564	6,186	-19.5%	Shares	Sole	2026-01-06
2025-09-30	$455,507	7,684	+6.6%	Shares	Sole	2025-11-14
2025-06-30	$440,974	7,209	+886.2%	Shares	Sole	2025-07-17
2025-03-31	$43,531	731	-93.3%	Shares	Sole	2025-04-21
2024-12-31	$619,731	10,930	-4.1%	Shares	Sole	2025-01-17
2024-09-30	$740,608	11,401	-28.0%	Shares	Sole	2024-11-08
2024-06-30	$870,876	15,837	-5.2%	Shares	Sole	2024-08-13
2024-03-31	$838,875	16,714	+7.1%	Shares	Sole	2024-04-30
2023-12-31	$756,627	15,607	+0.0%	Shares	Sole	2024-01-30
2023-09-30	$770,836	15,604	+0.0%	Shares	Sole	2023-10-17
2023-06-30	$813,123	15,598	-11.4%	Shares	Sole	2023-07-19
2023-03-31	$913,759	17,596	+1.7%	Shares	Sole	2023-05-10
2022-12-31	$870,853	17,296	0.0%	Shares	Sole	2023-02-14
2022-09-30	$758,256	17,296	+1.1%	Shares	Sole	2022-10-26
2022-06-30	$783,693	17,100	0.0%	Shares	Other	2022-08-10
2022-03-31	$779,247	17,100	+14.8%	Shares	Other	2022-05-13
2021-12-31	$801,470	14,900	0.0%	Shares	Other	2022-02-14
2021-09-30	$807,878	14,900	0.0%	Shares	Other	2021-11-02
2021-06-30	$871,650	14,900	+50.5%	Shares	Other	2021-07-27
2021-03-31	$552,716	9,900	—	Shares	Other	2021-05-11
No filing history on record for this holder in this stock.