Beverly Hills Private Wealth, LLC

Position in UL — Unilever PLC

CIK 1965710 BEVERLY HILLS, CA

Position in UL

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$477,351

-$79,595 QoQ

Shares Held

8,379

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $569,078 across 2 Household & Personal Products names.

#	Ticker	Company	Shares	Value (USD)	Open
1	KMB	Kimberly Clark Corp	2,765	$303,514
2	PG	PROCTER & GAMBLE Co	1,811	$265,564

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$477,351	8,379	-1.6%	Shares	Sole	2026-05-04
2025-12-31	$556,946	8,516	-9.2%	Shares	Sole	2026-02-17
2025-09-30	$555,925	9,378	-2.9%	Shares	Sole	2025-11-10
2025-06-30	$591,082	9,663	+1.2%	Shares	Sole	2025-07-29
2025-03-31	$568,581	9,548	+0.8%	Shares	Sole	2025-04-30
2024-12-31	$537,285	9,476	-10.6%	Shares	Sole	2025-02-14
2024-09-30	$688,638	10,601	-15.5%	Shares	Sole	2024-11-12
2024-06-30	$690,122	12,550	-11.5%	Shares	Sole	2024-08-08
2024-03-31	$711,892	14,184	+31.3%	Shares	Sole	2024-05-09
2023-12-31	$523,678	10,802	-23.9%	Shares	Sole	2024-01-30
2023-09-30	$701,279	14,196	-50.4%	Shares	Sole	2023-11-08
2023-06-30	$1,492,743	28,635	+115.0%	Shares	Sole	2023-08-10
2023-03-31	$691,603	13,318	+49.2%	Shares	Sole	2023-05-04
2022-12-31	$449,374	8,925	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.