UL β€” UNILEVER PLC

Ownership history in N.E.W. Advisory Services LLC  Β·  3 quarters on record

AI Ownership Summary

N.E.W. Advisory Services LLC reported UNILEVER PLC (UL) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows UL at 0.00% 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 N.E.W. Advisory Services LLC'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 Q3

UL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2025 Q1 to 2025 Q3

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 N.E.W. Advisory Services LLC held UL β€” position size vs. price
% of Fund (quarterly)    UL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 347 β€” 0% 0.00% $21K 2025-10-27 $69.48
2025 Q2 REDUCED 347 -158 -31.3% 0.00% $21K 2025-08-18 $67.91
2025 Q1 INITIATED 505 β€” β€” 0.00% $30K 2025-05-07 $69.84

FAQ About N.E.W. Advisory Services LLC and UL

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

How long has N.E.W. Advisory Services LLC reported owning UL?

N.E.W. Advisory Services LLC reported UL across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported UL position in N.E.W. Advisory Services LLC's portfolio?

The largest reported portfolio weight for UL was 0.00% in 2025 Q1.

What is the latest reported UL position on this page?

The most recent filing on this page is 2025 Q3, when N.E.W. Advisory Services LLC reported 347 shares, equal to 0.00% of portfolio, with an estimated market value of $21K.

What does the chart on this UL ownership page compare?

The chart compares N.E.W. Advisory Services LLC'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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