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Unilever shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Unilever

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unilever by True Wealth Design

Quarter filed Position value Share count Share price at filing
2023-12-31 $736k 15k 48.48
2023-09-30 $738k 15k 49.40
2023-06-30 $792k 15k 52.13
2023-03-31 $799k 15k 51.93
2022-12-31 $2.7k 53 50.36

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Ea Series Trust Alpha Arch 1-3 (BOXX)
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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

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
Alliancebernstein
Raymond James & Associates

View all funds holding Unilever