AXXCESS WEALTH MANAGEMENT, LLC

Position in UL — Unilever PLC

CIK 1911056 CARLSBAD, CA

Position in UL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$692,822

-$125,266 QoQ

Shares Held

11,524

-7.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#533

of 1,170 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Consumer Defensive · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $19,359,464 across 5 Household & Personal Products names. UL ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	87,719	$12,863,114
2	CL	Colgate Palmolive Co	44,796	$4,106,897
3	KMB	Kimberly Clark Corp	12,241	$1,343,694
4	UL	Unilever PLC This page	11,524	$692,822
5	CLX	Clorox Co /De/	3,698	$352,937

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$692,822	11,524	-7.9%	Shares	Sole	2026-07-28
2025-12-31	$818,088	12,509	-43.2%	Shares	Sole	2026-02-19
2025-09-30	$1,306,591	22,041	+28.5%	Shares	Sole	2025-11-07
2025-06-30	$1,049,248	17,153	-5.4%	Shares	Sole	2025-07-28
2025-03-31	$1,079,641	18,130	+25.2%	Shares	Sole	2025-04-30
2024-12-31	$821,073	14,481	+53.7%	Shares	Sole	2025-02-10
2024-09-30	$612,053	9,422	+14.1%	Shares	Sole	2024-11-04
2024-06-30	$454,162	8,259	—	Shares	Sole	2024-08-09
No filing history on record for this holder in this stock.