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Ascent Wealth Partners, LLC

SEC CIK
0001546865
Latest filing
Jul 31, 2026

UL holding history

Unilever PLC in every 13F filed by Ascent Wealth Partners, LLC, 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2021
Holdings of UL by Ascent Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−11,694−100.0%Sold outHolders
Q1 202311,694$564.5K0.1%−8,784−42.9%ReducedHolders
Q4 202220,478$1.03M0.2%+917+4.7%AddedHolders
Q3 202219,561$858.0K0.2%−2,234−10.3%ReducedHolders
Q2 202221,795$1.02M0.2%+6,851+45.8%AddedHolders
Q1 202214,944$681.0K0.1%+2,673+21.8%AddedHolders
Q4 202112,271$660.0K0.1%−1,740−12.4%ReducedHolders
Q3 202114,011$760.0K0.1%+3,111+28.5%AddedHolders
Q2 202110,900$638.0K0.1%+10,900NewHolders