UL β€” UNILEVER PLC

Ownership history in North Capital, Inc.  Β·  3 quarters on record

AI Ownership Summary

North Capital, Inc. reported UNILEVER PLC (UL) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows UL at 0.01% 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 North Capital, 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 Q3

UL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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 North Capital, Inc. 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 ADDED 315 +1 +0.3% 0.01% $19K 2025-10-09 $65.29
2025 Q2 REDUCED 314 -51 -14.0% 0.02% $19K 2025-08-06 $66.80
2025 Q1 INITIATED 365 β€” β€” 0.02% $22K 2025-04-28 $68.82

FAQ About North Capital, 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 North Capital, Inc. reported owning UL?

North Capital, Inc. reported UL across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported UL position in North Capital, Inc.'s portfolio?

The largest reported portfolio weight for UL was 0.02% in 2025 Q1.

What is the latest reported UL position on this page?

The most recent filing on this page is 2025 Q3, when North Capital, Inc. reported 315 shares, equal to 0.01% of portfolio, with an estimated market value of $19K.

What does the chart on this UL ownership page compare?

The chart compares North Capital, 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.

← Back to North Capital, Inc. Holdings