UL β€” UNILEVER PLC

Ownership history in Brucke Financial, Inc.  Β·  5 quarters on record

AI Ownership Summary

Brucke Financial, Inc. reported UNILEVER PLC (UL) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.48% in 2025 Q1. The latest visible filing shows UL at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brucke Financial, Inc.'s position in UNILEVER PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UL was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Brucke Financial, Inc. held UL β€” position size vs. price
% of Fund (quarterly)    UL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5,529 -1,528 -21.7% 0.20% $362K 2026-01-12 $63.93
2025 Q3 REDUCED 7,057 -1,416 -16.7% 0.25% $425K 2025-11-12 $68.16
2025 Q2 REDUCED 8,473 -275 -3.1% 0.36% $518K 2025-07-24 $67.06
2025 Q1 REDUCED 8,748 -77 -0.9% 0.48% $556K 2025-05-08 $68.17
2024 Q4 INITIATED 8,825 β€” β€” 0.44% $506K 2025-02-27 $61.00

FAQ About Brucke Financial, Inc. and UL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Brucke Financial, Inc. reported owning UL?

Brucke Financial, Inc. reported UL across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported UL position in Brucke Financial, Inc.'s portfolio?

The largest reported portfolio weight for UL was 0.48% in 2025 Q1.

What is the latest reported UL position on this page?

The most recent filing on this page is 2025 Q4, when Brucke Financial, Inc. reported 5,529 shares, equal to 0.20% of portfolio, with an estimated market value of $362K.

What does the chart on this UL ownership page compare?

The chart compares Brucke Financial, Inc.'s quarterly UL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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