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Unilever shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in Unilever

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unilever by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $847k 15k 54.99
2024-03-31 $658k 13k 50.19
2023-12-31 $592k 12k 48.48
2023-09-30 $533k 11k 49.40
2023-06-30 $549k 11k 52.13
2023-03-31 $528k 10k 51.93

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Amazon Stock (AMZN)
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Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Unilever

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

View all funds holding Unilever