WCG Wealth Advisors LLC

Position in UL — Unilever PLC

CIK 1855713 LAS VEGAS, NV

Position in UL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,613,067

-$877,017 QoQ

Shares Held

76,731

-20.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#224

of 1,172 holders

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

WCG Wealth Advisors LLC holds $10,856,118 across 2 Household & Personal Products names. UL ranks #2 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co	42,574	$6,243,051
2	UL	Unilever PLC This page	76,731	$4,613,067

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,613,067	76,731	-20.4%	Shares	Sole	2026-08-14
2026-03-31	$5,490,084	96,368	+3.1%	Shares	Sole	2026-05-12
2025-12-31	$6,112,938	93,470	+121.6%	Shares	Sole	2026-02-10
2025-09-30	$2,500,313	42,178	-6.6%	Shares	Sole	2025-11-13
2025-06-30	$2,763,169	45,172	+0.2%	Shares	Sole	2025-08-13
2024-12-31	$2,556,434	45,087	+27.6%	Shares	Sole	2025-02-19
2024-09-30	$2,295,947	35,344	-0.5%	Shares	Sole	2024-11-13
2024-06-30	$1,952,475	35,506	+13.0%	Shares	Sole	2024-08-12
2024-03-31	$1,576,870	31,418	-28.0%	Shares	Sole	2024-05-13
2023-12-31	$2,116,200	43,651	-20.8%	Shares	Sole	2024-02-08
2023-09-30	$2,724,013	55,142	+5.8%	Shares	Sole	2023-11-13
2023-06-30	$2,716,704	52,114	+16.7%	Shares	Sole	2023-08-14
2023-03-31	$2,318,205	44,641	+10.5%	Shares	Sole	2023-05-15
2022-12-31	$2,033,235	40,382	+13.8%	Shares	Sole	2023-02-14
2022-09-30	$1,555,444	35,480	+1130.2%	Shares	Sole	2022-11-14
2022-09-30	$157,692	3,597	—	Principal	Sole	2022-11-14
2022-06-30	$132,173	2,884	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.