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Unilever shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Unilever (UL) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Unilever

Tip: Access up to 7 years of quarterly data

All positions including Unilever held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unilever by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $216k 3.3k 64.96
2023-09-30 $228k 4.6k 49.40
2023-06-30 $246k 4.7k 52.13
2023-03-31 $245k 4.7k 51.93
2022-12-31 $237k 4.7k 50.35
2022-09-30 $207k 4.7k 43.94
2021-12-31 $284k 5.3k 53.85
2021-09-30 $202k 3.7k 54.17
2021-06-30 $307k 5.3k 58.44

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Vanguard Small-Cap ETF Etf (VB)
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iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
Vanguard FTSE Developed Market Etf (VEA)
iShares Core S&P S/C ETF Etf (IJR)
JPMorgan Equity Premium ETF Etf (JEPI)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding Unilever

Fisher Investments
GQG Partners
Morgan Stanley
Bank of America Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Hotchkis and Wiley Capital Management
Wells Fargo & Company
Dimensional Fund Advisors
Goldman Sachs Group
Lazard Asset Management
Alliancebernstein
BlackRock
Envestnet Asset Management
Royal Bank of Canada

View all funds holding Unilever