UL — UNILEVER PLC

Ownership history in Rede Wealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Rede 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
0.25% (2025 Q3)
Avg. % of fund
0.13%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,301 +1,212 +29.6% 0.25% $314K $65.68
2023 Q2 ADDED 4,089 +369 +9.9% 0.10% $213K $53.48
2021 Q4 ADDED 3,720 +24 +0.6% 0.10% $200K $52.22
2021 Q3 ADDED 3,696 +121 +3.4% 0.11% $200K $52.15
2021 Q2 INITIATED 3,575 — — 0.11% $209K $55.78
% of Fund (quarterly)    UL price (monthly, adj. close)

Other funds also holding UL

As of 2025 Q4 — sorted by position size

Saratoga Research & Investment Management 3Y 7Y 6.35% St. James Investment Company, LLC 3Y 7Y 5.94% Hamlin Capital Management, LLC 3Y 7Y 3.65% Windle Wealth, LLC 3Y 3.55% Tevis Investment Management 3Y 3.5% Slocum, Gordon & Co LLP 3.1% NORTHSTAR ASSET MANAGEMENT INC 3Y 2.96% Martin Capital Partners, LLC 3Y 7Y 2.58% Eldred Rock Partners, LLC 2.48% EQUITY INVESTMENT CORP 3Y 7Y 2.43%
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