Robertson Stephens Wealth Management, LLC
Position in UL — Unilever PLC
CIK 1767307
San Francisco, CA
Position in UL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$665,238
+$299,456 QoQ
Shares Held
11,677
+108.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $3,455,257 across 3 Household & Personal Products names.
All Filings in UL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $665,238 | 11,677 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $365,782 | 5,593 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $360,719 | 6,085 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $322,488 | 5,272 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,011,635 | 16,988 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $936,571 | 16,518 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,049,689 | 16,159 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $809,618 | 14,723 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $628,429 | 12,521 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $616,908 | 12,725 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $584,006 | 11,822 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $617,115 | 11,838 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $645,905 | 12,438 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $593,627 | 11,790 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $517,487 | 11,804 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $591,115 | 12,898 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $650,694 | 14,279 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,043,471 | 19,399 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $736,470 | 13,583 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $818,590 | 13,993 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $783,350 | 14,031 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||