UL UNILEVER PLC

Ownership history in FULLCIRCLE WEALTH LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which FULLCIRCLE WEALTH LLC 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.

Peak position
1.57% (2024 Q3)
Avg. % of fund
1.4%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 58,415 +1,293 +2.3% 1.25% $3.6M $65.68
2025 Q2 ADDED 57,122 +680 +1.2% 1.28% $3.4M $67.20
2025 Q1 ADDED 56,442 +1,247 +2.3% 1.47% $3.6M $64.87
2024 Q4 REDUCED 55,195 -751 -1.3% 1.26% $3.1M $61.25
2024 Q3 REDUCED 55,946 -215 -0.4% 1.57% $3.5M $69.62
2024 Q2 INITIATED 56,161 1.56% $3.2M
% of Fund (quarterly)    UL price (monthly, adj. close)
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