Symphony Financial, Ltd. Co.

Position in UL — Unilever PLC

CIK 1800687 HOUSTON, TX

Position in UL

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

Position Value

$222,504

+$3,398 QoQ

Shares Held

3,701

-3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#876

of 1,174 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Symphony Financial, Ltd. Co. holds $1,693,889 across 2 Household & Personal Products names. UL ranks #2 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co	10,034	$1,471,385
2	UL	Unilever PLC This page	3,701	$222,504

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,504	3,701	-3.8%	Shares	Sole	2026-08-04
2026-03-31	$219,106	3,846	+7.7%	Shares	Sole	2026-05-01
2024-12-31	$202,419	3,570	-13.9%	Shares	Sole	2025-01-24
2024-09-30	$269,194	4,144	+0.4%	Shares	Sole	2024-10-21
2024-06-30	$226,998	4,128	-15.7%	Shares	Sole	2024-07-18
2024-03-31	$245,680	4,895	-10.7%	Shares	Sole	2024-04-17
2023-12-31	$265,718	5,481	+14.9%	Shares	Sole	2024-01-18
2023-09-30	$235,687	4,771	-0.1%	Shares	Sole	2023-11-07
2023-06-30	$248,973	4,776	-0.9%	Shares	Sole	2023-07-12
2023-03-31	$250,146	4,817	+0.2%	Shares	Sole	2023-05-03
2022-12-31	$242,083	4,808	-5.2%	Shares	Sole	2023-01-26
2022-09-30	$222,400	5,073	-2.8%	Shares	Sole	2022-10-28
2022-06-30	$239,095	5,217	-21.9%	Shares	Sole	2022-07-18
2022-03-31	$304,362	6,679	+11.2%	Shares	Sole	2022-05-13
2021-12-31	$323,008	6,005	-5.8%	Shares	Sole	2022-01-19
2021-09-30	$345,815	6,378	-11.1%	Shares	Sole	2021-10-12
2021-06-30	$419,796	7,176	-6.9%	Shares	Sole	2021-07-13
2021-03-31	$430,281	7,707	+2.6%	Shares	Sole	2021-04-15
2020-12-31	$453,364	7,511	—	Shares	Sole	2021-01-13
No filing history on record for this holder in this stock.