UL β€” UNILEVER PLC

Ownership history in MARSHALL & SULLIVAN INC /WA/  Β·  4 quarters on record

AI Ownership Summary

MARSHALL & SULLIVAN INC /WA/ reported UNILEVER PLC (UL) in 4 quarterly 13F filings from 2025 Q2 through 2025 Q2. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows UL at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARSHALL & SULLIVAN INC /WA/'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 Q2

UL was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q2

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 MARSHALL & SULLIVAN INC /WA/ held UL β€” position size vs. price
% of Fund (quarterly)    UL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED 900 β€” 0% 0.03% $55K 2025-07-11 $66.78
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About MARSHALL & SULLIVAN INC /WA/ and UL

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

How long has MARSHALL & SULLIVAN INC /WA/ reported owning UL?

MARSHALL & SULLIVAN INC /WA/ reported UL across 1 quarterly 13F filings, from 2025 Q2 through 2025 Q2.

What was the largest reported UL position in MARSHALL & SULLIVAN INC /WA/'s portfolio?

The largest reported portfolio weight for UL was 0.03% in 2025 Q2.

What is the latest reported UL position on this page?

The most recent filing on this page is 2025 Q2, when MARSHALL & SULLIVAN INC /WA/ reported 900 shares, equal to 0.03% of portfolio, with an estimated market value of $55K.

What does the chart on this UL ownership page compare?

The chart compares MARSHALL & SULLIVAN INC /WA/'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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