Naviter Wealth, LLC

Position in UL — Unilever PLC

CIK 1855567 LITTLE ROCK, AR

Position in UL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,475,477

+$860,099 QoQ

Shares Held

57,809

+25.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#250

of 1,172 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Consumer Defensive · as of Jun 30, 2026

Naviter Wealth, LLC holds $6,312,227 across 2 Household & Personal Products names. UL ranks #1 (55.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UL	Unilever PLC This page	57,809	$3,475,477
2	PG	PROCTER & GAMBLE Co	19,345	$2,836,750

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,475,477	57,809	+25.9%	Shares	Sole	2026-08-07
2026-03-31	$2,615,378	45,908	+5.0%	Shares	Sole	2026-04-10
2025-12-31	$2,858,176	43,703	-26.9%	Shares	Sole	2026-01-21
2025-09-30	$3,541,685	59,745	+1.8%	Shares	Sole	2025-11-06
2025-06-30	$3,588,903	58,671	+3.0%	Shares	Sole	2025-07-28
2025-03-31	$3,392,503	56,969	+0.7%	Shares	Sole	2025-04-25
2024-12-31	$3,206,387	56,550	-2.3%	Shares	Sole	2025-02-07
2024-09-30	$3,760,601	57,891	-1.9%	Shares	Sole	2024-10-16
2024-06-30	$3,243,916	58,991	+4.4%	Shares	Sole	2024-08-02
2024-03-31	$2,835,686	56,499	+36.5%	Shares	Sole	2024-04-18
2023-12-31	$2,006,441	41,387	+7.7%	Shares	Sole	2024-02-05
2023-09-30	$1,898,786	38,437	+12.4%	Shares	Sole	2023-11-14
2023-06-30	$1,783,212	34,207	+14.0%	Shares	Sole	2023-07-20
2023-03-31	$1,557,639	29,995	+8.3%	Shares	Sole	2023-04-12
2022-12-31	$1,393,991	27,686	+8.1%	Shares	Sole	2023-01-31
2022-09-30	$1,123,093	25,618	+1.2%	Shares	Sole	2022-10-27
2022-06-30	$1,160,599	25,324	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.