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Lodestone Wealth Management LLC

Position in UL — Unilever PLC

CIK 1950158 SPOKANE, WA

Position in UL

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$15,691
+$822 QoQ
Shares Held
261
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,058
of 1,172 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in UL Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $539,687 across 5 Household & Personal Products names. UL ranks #4 (2.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 UL
Unilever PLC
This page
261 $15,691

All Filings in UL

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,691 261
2026-03-31 $14,869 261
2025-12-31 $17,069 261