TRED AVON FAMILY WEALTH, LLC

Position in UL — Unilever PLC

CIK 2094435 EASTON, MD

Position in UL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,086,849

+$324,136 QoQ

Shares Held

18,078

+35.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#431

of 1,170 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

TRED AVON FAMILY WEALTH, LLC holds $5,157,886 across 6 Household & Personal Products names. UL ranks #2 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	11,771	$1,726,099
2	UL	Unilever PLC This page	18,078	$1,086,849
3	KMB	Kimberly Clark Corp	7,697	$844,899
4	CLX	Clorox Co /De/	6,438	$614,442
5	KVUE	Kenvue Inc.	31,753	$606,799
6	CL	Colgate Palmolive Co	3,041	$278,798

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,086,849	18,078	+35.0%	Shares	Sole	2026-08-10
2026-03-31	$762,713	13,388	-1.4%	Shares	Sole	2026-04-22
2025-12-31	$888,392	13,584	+4.1%	Shares	Sole	2026-01-27
2025-09-30	$773,663	13,051	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.