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Unilever shares owned by Total Wealth Planning

Quarter-by-quarter ownership of Unilever (UL) shares owned by Total Wealth Planning from 13F filings

Historical chart of Total Wealth Planning investment in Unilever

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All positions including Unilever held by Total Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unilever by Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $343k 5.8k 59.28
2025-06-30 $354k 5.8k 61.17

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Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Total Wealth Planning

Top funds holding Unilever

Wellington Management Company
Fisher Investments
GQG Partners
Morgan Stanley
FMR
State Farm Mutual Automobile Insurance Company
ClearBridge Advisors
Dimensional Fund Advisors
Goldman Sachs Group
Wells Fargo & Company
Envestnet Asset Management
Lazard Asset Management
Royal Bank of Canada
Raymond James Financial
Fiduciary Management

View all funds holding Unilever