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Livermore
Livermore
ZHEN

Destination Wealth Management

SEC CIK
0001278573
Latest filing
Aug 14, 2026

UL holding history

Unilever PLC in every 13F filed by Destination Wealth Management, 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)
134,632
Value
$8.09M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of UL by Destination Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026134,632$8.09M0.2%+9,170+7.3%AddedHolders
Q1 2026125,462$7.15M0.2%+3,090+2.5%AddedHolders
Q4 2025122,372$8.00M0.2%−11,356−8.5%ReducedHolders
Q3 2025133,728$7.93M0.2%−1,206−0.9%ReducedHolders
Q2 2025134,934$8.25M0.2%+2,116+1.6%AddedHolders
Q1 2025132,818$7.91M0.2%−1,832−1.4%ReducedHolders
Q4 2024134,650$7.63M0.2%+1,895+1.4%AddedHolders
Q3 2024132,755$8.62M0.3%−2,919−2.2%ReducedHolders
Q2 2024135,674$7.46M0.2%−1,479−1.1%ReducedHolders
Q1 2024137,153$6.88M0.2%+3,615+2.7%AddedHolders
Q4 2023133,538$6.47M0.2%−13,577−9.2%ReducedHolders
Q3 2023147,115$7.27M0.3%+845+0.6%AddedHolders
Q2 2023146,270$7.63M0.3%−863−0.6%ReducedHolders
Q1 2023147,133$7.64M0.3%+5,069+3.6%AddedHolders
Q4 2022142,064$7.15M0.3%−2,451−1.7%ReducedHolders
Q3 2022144,515$6.34M0.3%+16,637+13.0%AddedHolders
Q2 2022127,878$5.86M0.2%+2,775+2.2%AddedHolders
Q1 2022125,103$5.70M0.2%+17,535+16.3%AddedHolders
Q4 2021107,568$5.79M0.2%−3,617−3.3%ReducedHolders
Q3 2021111,185$6.03M0.2%−3,151−2.8%ReducedHolders
Q2 2021114,336$6.69M0.3%+3,941+3.6%AddedHolders
Q1 2021110,395$6.16M0.3%––Holders

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