Three Bridge Wealth Advisors, LLC

Position in UL — Unilever PLC

CIK 1950962 LOS ALTOS, CA

Position in UL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,169,129

+$412,346 QoQ

Shares Held

36,080

+17.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#329

of 1,172 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Three Bridge Wealth Advisors, LLC holds $3,120,529 across 2 Household & Personal Products names. UL ranks #1 (69.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UL	Unilever PLC This page	36,080	$2,169,129
2	PG	PROCTER & GAMBLE Co	6,488	$951,400

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,169,129	36,080	+17.0%	Shares	Sole	2026-07-27
2026-03-31	$1,756,783	30,837	-6.6%	Shares	Sole	2026-05-12
2025-12-31	$2,158,657	33,007	-10.7%	Shares	Sole	2026-02-10
2025-09-30	$2,191,583	36,970	-0.5%	Shares	Sole	2025-10-21
2025-06-30	$2,271,974	37,142	+4.7%	Shares	Sole	2025-07-22
2025-03-31	$2,111,761	35,462	+2.1%	Shares	Sole	2025-05-06
2024-12-31	$1,969,759	34,740	+0.6%	Shares	Sole	2025-01-29
2024-09-30	$2,243,849	34,542	-4.8%	Shares	Sole	2024-11-13
2024-06-30	$1,995,807	36,294	-3.6%	Shares	Sole	2024-08-14
2024-03-31	$1,889,403	37,645	+232.1%	Shares	Sole	2024-05-14
2023-12-31	$549,520	11,335	-66.7%	Shares	Sole	2024-02-08
2023-09-30	$1,681,822	34,045	+17.1%	Shares	Sole	2023-11-13
2023-06-30	$1,516,045	29,082	-5.7%	Shares	Sole	2023-07-28
2023-03-31	$1,602,351	30,856	+43.6%	Shares	Sole	2023-05-11
2022-12-31	$1,082,223	21,494	-31.2%	Shares	Sole	2023-02-14
2022-09-30	$1,369,869	31,247	-1.6%	Shares	Sole	2022-11-10
2022-06-30	$1,454,645	31,740	+4.5%	Shares	Sole	2022-11-10
2022-03-31	$1,384,098	30,373	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.