Ownership history in Compound Planning, Inc. · 12 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in UNILEVER PLC (UL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 32,513 | +31,413 | +2855.7% | 0.06% | $2.1M | $64.90 |
| 2025 Q3 | REDUCED | 1,100 | -35,716 | -97.0% | 0.00% | $65K | $65.68 |
| 2025 Q3 | ADDED | 36,816 | +552 | +1.5% | 0.07% | $2.2M | $65.68 |
| 2025 Q2 | ADDED | 36,264 | +35,164 | +3196.7% | 0.08% | $2.2M | $67.20 |
| 2025 Q2 | REDUCED | 1,100 | -30,702 | -96.5% | 0.00% | $67K | $67.20 |
| 2025 Q1 | ADDED | 31,802 | +30,702 | +2791.1% | 0.09% | $1.9M | $64.87 |
| 2025 Q1 | REDUCED | 1,100 | -27,760 | -96.2% | 0.00% | $66K | $64.87 |
| 2024 Q4 | ADDED | 28,860 | +2,774 | +10.6% | 0.08% | $1.6M | $61.25 |
| 2024 Q3 | ADDED | 26,086 | +4,980 | +23.6% | 0.11% | $1.7M | $69.62 |
| 2024 Q2 | ADDED | 21,106 | +9,190 | +77.1% | 0.09% | $1.2M | $58.47 |
As of 2025 Q4 — sorted by position size