Keystone Financial Services

Position in UL — Unilever PLC

CIK 1865158 LOVELAND, CO

Position in UL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$977,189

+$68,633 QoQ

Shares Held

16,254

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#459

of 1,172 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Keystone Financial Services holds $977,189 across 1 Household & Personal Products name. UL ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UL	Unilever PLC This page	16,254	$977,189

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$977,189	16,254	+1.9%	Shares	Sole	2026-08-06
2026-03-31	$908,556	15,948	+9.1%	Shares	Sole	2026-05-06
2025-12-31	$956,409	14,624	-10.8%	Shares	Sole	2026-02-12
2025-09-30	$971,777	16,393	+7.8%	Shares	Sole	2025-11-13
2025-06-30	$930,577	15,213	+19.9%	Shares	Sole	2025-08-07
2025-03-31	$755,747	12,691	+4.2%	Shares	Sole	2025-04-23
2024-12-31	$690,265	12,174	+5.7%	Shares	Sole	2025-01-31
2024-09-30	$748,469	11,522	+7.7%	Shares	Sole	2024-11-05
2024-06-30	$588,172	10,696	+8.7%	Shares	Sole	2024-07-23
2024-03-31	$493,818	9,839	-0.4%	Shares	Sole	2024-06-13
2023-12-31	$478,690	9,874	+3.1%	Shares	Sole	2024-01-29
2023-09-30	$472,905	9,573	+0.5%	Shares	Sole	2023-11-08
2023-06-30	$496,589	9,526	+0.2%	Shares	Sole	2023-08-02
2023-03-31	$493,904	9,511	-0.9%	Shares	Sole	2023-04-28
2022-12-31	$483,460	9,602	+2.1%	Shares	Sole	2023-02-01
2022-09-30	$412,402	9,407	-1.2%	Shares	Sole	2022-10-28
2022-06-30	$436,255	9,519	+5.8%	Shares	Sole	2022-08-03
2022-03-31	$410,038	8,998	-1.0%	Shares	Sole	2022-05-10
2021-12-31	$489,003	9,091	—	Shares	Sole	2022-02-01
No filing history on record for this holder in this stock.