DELTA FINANCIAL ADVISORS LLC

Position in UL — Unilever PLC

CIK 1790295 Metairie, LA

Position in UL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$275,830

+$14,908 QoQ

Shares Held

4,588

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#788

of 1,170 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

DELTA FINANCIAL ADVISORS LLC holds $6,014,942 across 3 Household & Personal Products names. UL ranks #3 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	36,294	$5,322,152
2	CL	Colgate Palmolive Co	4,548	$416,960
3	UL	Unilever PLC This page	4,588	$275,830

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,830	4,588	+0.2%	Shares	Sole	2026-08-05
2026-03-31	$260,922	4,580	0.0%	Shares	Sole	2026-05-05
2025-12-31	$299,532	4,580	-11.2%	Shares	Sole	2026-02-06
2025-09-30	$305,647	5,156	+10.8%	Shares	Sole	2025-10-30
2025-06-30	$284,562	4,652	+0.1%	Shares	Sole	2025-08-07
2025-03-31	$276,788	4,648	+0.1%	Shares	Sole	2025-05-13
2024-12-31	$263,315	4,644	+0.1%	Shares	Sole	2025-02-04
2024-09-30	$301,414	4,640	+0.1%	Shares	Sole	2024-11-04
2024-06-30	$254,988	4,637	+0.1%	Shares	Sole	2024-08-06
2024-03-31	$232,530	4,633	-30.1%	Shares	Sole	2024-05-07
2023-12-31	$321,325	6,628	-13.1%	Shares	Sole	2024-01-31
2023-09-30	$376,625	7,624	+2.8%	Shares	Sole	2023-11-03
2023-06-30	$386,752	7,419	+15.7%	Shares	Sole	2023-08-03
2023-03-31	$333,130	6,415	+0.1%	Shares	Sole	2023-05-04
2022-12-31	$322,794	6,411	+0.1%	Shares	Sole	2023-02-01
2022-09-30	$280,883	6,407	+0.1%	Shares	Sole	2022-10-27
2022-06-30	$293,449	6,403	+9.5%	Shares	Sole	2022-08-01
2022-03-31	$266,493	5,848	+26.6%	Shares	Sole	2022-05-06
2021-12-31	$248,455	4,619	+20.5%	Shares	Sole	2022-02-04
2021-09-30	$207,879	3,834	—	Shares	Sole	2021-10-26
No filing history on record for this holder in this stock.