TRANSCEND CAPITAL ADVISORS, LLC

Position in UL — Unilever PLC

CIK 1776082 MADISON, NJ

Position in UL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,164,945

-$199,657 QoQ

Shares Held

19,377

-19.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#415

of 1,172 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $9,246,754 across 5 Household & Personal Products names. UL ranks #4 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHD	Church & Dwight Co Inc /De/	37,090	$3,593,279
2	PG	PROCTER & GAMBLE Co	22,049	$3,233,265
3	CL	Colgate Palmolive Co	12,855	$1,178,546
4	UL	Unilever PLC This page	19,377	$1,164,945
5	NWL	Newell Brands Inc.	12,495	$76,719

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,164,945	19,377	-19.1%	Shares	Sole	2026-08-04
2026-03-31	$1,364,602	23,953	+58.3%	Shares	Sole	2026-05-13
2025-12-31	$989,894	15,136	+4.5%	Shares	Sole	2026-01-23
2025-09-30	$858,256	14,478	+23.4%	Shares	Sole	2025-11-04
2025-06-30	$717,829	11,735	-2.6%	Shares	Sole	2025-08-01
2025-03-31	$717,279	12,045	+4.9%	Shares	Sole	2025-04-24
2024-12-31	$651,199	11,485	+2.5%	Shares	Sole	2025-02-03
2024-09-30	$727,682	11,202	-20.2%	Shares	Sole	2024-10-15
2024-06-30	$772,059	14,040	+59.0%	Shares	Sole	2024-07-02
2024-03-31	$443,278	8,832	+44.5%	Shares	Sole	2024-05-03
2023-12-31	$296,309	6,112	-33.4%	Shares	Sole	2024-02-05
2023-09-30	$453,294	9,176	+0.0%	Shares	Sole	2023-10-31
2023-06-30	$478,136	9,172	+12.9%	Shares	Sole	2023-07-13
2023-03-31	$421,982	8,126	+64.4%	Shares	Sole	2023-04-12
2022-12-31	$248,880	4,943	-54.4%	Shares	Sole	2023-01-20
2022-09-30	$475,225	10,840	-1.5%	Shares	Sole	2022-10-17
2022-06-30	$504,176	11,001	+6.4%	Shares	Sole	2022-07-12
2022-03-31	$470,966	10,335	+18.1%	Shares	Sole	2022-04-20
2021-12-31	$470,769	8,752	+19.1%	Shares	Sole	2022-01-20
2021-09-30	$398,354	7,347	-1.8%	Shares	Sole	2021-11-04
2021-06-30	$437,638	7,481	-0.2%	Shares	Sole	2021-08-13
2021-03-31	$418,669	7,499	+2.9%	Shares	Sole	2021-05-12
2020-12-31	$439,903	7,288	+82.5%	Shares	Sole	2021-02-12
2020-03-31	$201,926	3,993	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.