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VSM Wealth Advisory, LLC

Position in UL — Unilever PLC

CIK 2050660 HUNT VALLEY, MD

Position in UL

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$26,693
+$1,399 QoQ
Shares Held
444
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,019
of 1,172 holders
Holding Since
Dec 2024
7 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

VSM Wealth Advisory, LLC holds $3,289,672 across 5 Household & Personal Products names. UL ranks #4 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 UL
Unilever PLC
This page
444 $26,693

All Filings in UL

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $26,693 444
2026-03-31 $25,294 444
2025-12-31 $29,037 444
2025-09-30 $29,640 500
2025-06-30 $30,584 500
2025-03-31 $29,774 500
2024-12-31 $28,350 500