Alvarez & Marsal Private Wealth Partners, LLC
Position in UL — Unilever PLC
CIK 2109121
WEST PALM BEACH, FL
Position in UL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$269,878
+$21,831 QoQ
Shares Held
4,489
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#798
of 1,172 holders
Holding Since
Mar 2026
2 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, 2026Alvarez & Marsal Private Wealth Partners, LLC holds $690,588 across 2 Household & Personal Products names. UL ranks #2 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,869 | $420,710 | |
| 2 | UL |
Unilever PLC
This page
|
4,489 | $269,878 |
All Filings in UL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,878 | 4,489 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $248,047 | 4,354 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||