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Livermore
Livermore
ZHEN

PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

UL holding history

Unilever PLC in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UL overviewAll 13F holders of ULFull Q2 2026 holdings

Shares (Q2 2026)
10,006
Value
$601.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of UL by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,006$601.6K<0.1%+739+8.0%AddedHolders
Q1 20269,267$527.9K<0.1%−700−7.0%ReducedHolders
Q4 20259,967$651.8K<0.1%−1,241−11.1%ReducedHolders
Q3 202511,208$664.4K<0.1%−642−5.4%ReducedHolders
Q2 202511,850$724.8K0.1%+927+8.5%AddedHolders
Q1 202510,923$650.4K0.1%+1,609+17.3%AddedHolders
Q4 20249,314$528.1K<0.1%−24−0.3%ReducedHolders
Q3 20249,338$606.6K0.1%+657+7.6%AddedHolders
Q2 20248,681$477.4K<0.1%+379+4.6%AddedHolders
Q1 20248,302$416.7K<0.1%+663+8.7%AddedHolders
Q4 20237,639$370.3K<0.1%−1,222−13.8%ReducedHolders
Q3 20238,861$437.7K0.1%−560−5.9%ReducedHolders
Q2 20239,421$491.1K0.1%−193−2.0%ReducedHolders
Q1 20239,614$499.3K0.1%+2,020+26.6%AddedHolders
Q4 20227,594$382.3K0.1%+552+7.8%AddedHolders
Q3 20227,042$309.0K0.1%+1,231+21.2%AddedHolders
Q2 20225,811$266.0K<0.1%+5,811NewHolders
Q1 20220$00.0%−4,103−100.0%Sold outHolders
Q4 20214,103$221.0K<0.1%−2,064−33.5%ReducedHolders
Q3 20216,167$334.0K0.1%+1,256+25.6%AddedHolders
Q2 20214,911$287.0K0.1%+832+20.4%AddedHolders
Q1 20214,079$228.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.