Wescott Financial Advisory Group »

Unilever shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Unilever (UL) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Unilever

Tip: Access up to 7 years of quarterly data

All positions including Unilever held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Unilever by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $545k 11k 49.40
2023-06-30 $575k 11k 52.13
2023-03-31 $586k 11k 51.93
2022-12-31 $558k 11k 50.35
2022-09-30 $475k 11k 43.82
2022-06-30 $497k 11k 45.85
2022-03-31 $490k 11k 45.54

More positions owned by Wescott Financial Advisory Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Merck & Co (MRK)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Wescott Financial Advisory Group

Top funds holding Unilever

Wellington Management Company
Fisher Investments
Bank of America Corporation
State Farm Mutual Automobile Insurance Company
Hotchkis and Wiley Capital Management
Goldman Sachs Group
Wells Fargo & Company
Dimensional Fund Advisors
Lazard Asset Management
Royal Bank of Canada
Fiduciary Management
Norges Bank Investment Management
Cullen Capital Management
Equity Investment Corp Acquisition
Alliancebernstein

View all funds holding Unilever