Live Oak Private Wealth LLC

Position in UL — Unilever PLC

CIK 1799877 WILMINGTON, NC

Position in UL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$202,784

+$85 QoQ

Shares Held

3,373

-5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#898

of 1,172 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Live Oak Private Wealth LLC holds $7,455,484 across 4 Household & Personal Products names. UL ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CLX	Clorox Co /De/	65,586	$6,259,527
2	PG	PROCTER & GAMBLE Co	4,876	$715,016
3	CL	Colgate Palmolive Co	3,034	$278,157
4	UL	Unilever PLC This page	3,373	$202,784

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,784	3,373	-5.2%	Shares	Sole	2026-07-20
2026-03-31	$202,699	3,558	0.0%	Shares	Sole	2026-04-20
2025-12-31	$232,693	3,558	-11.2%	Shares	Sole	2026-01-23
2025-09-30	$237,535	4,007	-2.4%	Shares	Sole	2025-10-17
2025-06-30	$251,225	4,107	-0.3%	Shares	Sole	2025-08-04
2025-03-31	$245,286	4,119	0.0%	Shares	Sole	2025-04-22
2024-12-31	$233,547	4,119	-4.7%	Shares	Sole	2025-01-28
2024-09-30	$280,822	4,323	-96.2%	Shares	Sole	2024-10-22
2024-06-30	$6,184,617	112,468	-7.7%	Shares	Sole	2024-07-17
2024-03-31	$6,115,855	121,854	-0.9%	Shares	Sole	2024-04-23
2023-12-31	$5,959,162	122,920	-1.5%	Shares	Sole	2024-01-29
2023-09-30	$6,162,350	124,744	+0.2%	Shares	Sole	2023-10-23
2023-06-30	$6,491,441	124,524	-0.3%	Shares	Sole	2023-08-07
2023-03-31	$6,484,080	124,862	+4.2%	Shares	Sole	2023-05-08
2022-12-31	$6,031,230	119,786	+15.8%	Shares	Sole	2023-02-10
2022-09-30	$4,534,461	103,432	+3.1%	Shares	Sole	2022-10-25
2022-06-30	$4,596,706	100,299	+6.6%	Shares	Sole	2022-07-27
2022-03-31	$4,289,370	94,127	+12.1%	Shares	Sole	2022-04-21
2021-12-31	$4,516,367	83,963	+9.9%	Shares	Sole	2022-02-08
2021-09-30	$4,143,115	76,413	+26.7%	Shares	Sole	2021-10-29
2021-06-30	$3,528,370	60,314	+6.1%	Shares	Sole	2021-08-02
2021-03-31	$3,173,264	56,838	+49.8%	Shares	Sole	2021-05-11
2020-12-31	$2,290,904	37,954	+39.0%	Shares	Sole	2021-01-26
2020-09-30	$1,683,864	27,300	+6.2%	Shares	Sole	2020-11-09
2020-06-30	$1,410,196	25,696	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.