WEALTH ALLIANCE, LLC

Position in UL — Unilever PLC

CIK 1793904 MELLVILLE, NY

Position in UL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,294,263

-$334,167 QoQ

Shares Held

21,528

-24.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#403

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

WEALTH ALLIANCE, LLC holds $6,466,399 across 5 Household & Personal Products names. UL ranks #2 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	24,152	$3,541,649
2	UL	Unilever PLC This page	21,528	$1,294,263
3	KMB	Kimberly Clark Corp	8,329	$914,274
4	CHD	Church & Dwight Co Inc /De/	4,110	$398,176
5	CL	Colgate Palmolive Co	3,469	$318,037

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,294,263	21,528	-24.7%	Shares	Defined	2026-08-11
2026-03-31	$1,628,430	28,584	+33.0%	Shares	Defined	2026-05-14
2025-12-31	$1,405,249	21,487	+82.1%	Shares	Defined	2026-02-13
2025-09-30	$699,623	11,802	+25.4%	Shares	Defined	2025-11-07
2025-06-30	$575,670	9,411	-0.4%	Shares	Defined	2025-08-08
2025-03-31	$562,687	9,449	+2.7%	Shares	Defined	2025-05-05
2024-12-31	$521,526	9,198	-2.1%	Shares	Defined	2025-02-03
2024-09-30	$610,429	9,397	-0.9%	Shares	Defined	2024-11-04
2024-06-30	$521,635	9,486	-15.2%	Shares	Defined	2024-08-09
2024-03-31	$561,626	11,190	-18.8%	Shares	Defined	2024-05-10
2023-12-31	$668,490	13,789	-31.8%	Shares	Defined	2024-01-30
2023-09-30	$998,620	20,215	+1.7%	Shares	Defined	2023-11-09
2023-06-30	$1,036,397	19,881	+20.1%	Shares	Defined	2023-08-02
2023-03-31	$859,285	16,547	+1.8%	Shares	Defined	2023-05-11
2022-12-31	$818,741	16,261	+8.0%	Shares	Defined	2023-02-13
2022-09-30	$660,317	15,062	-4.8%	Shares	Defined	2022-11-14
2022-06-30	$725,168	15,823	+193.2%	Shares	Defined	2022-10-11
2022-03-31	$245,895	5,396	-76.6%	Shares	Defined	2022-05-10
2021-12-31	$1,242,870	23,106	+2.4%	Shares	Defined	2022-02-14
2021-09-30	$1,223,745	22,570	+8.0%	Shares	Defined	2021-11-12
2021-06-30	$1,222,006	20,889	+22.5%	Shares	Defined	2021-08-16
2021-03-31	$952,403	17,059	+14.0%	Shares	Defined	2021-05-18
2020-12-31	$903,468	14,968	+48.2%	Shares	Defined	2021-02-11
2020-09-30	$622,783	10,097	+8.7%	Shares	Defined	2020-12-01
2020-06-30	$509,944	9,292	+9.3%	Shares	Defined	2020-08-14
2020-03-31	$429,845	8,500	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.