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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

UL holding history

Unilever PLC in every 13F filed by Heritage Wealth Advisors, 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)
666
Value
$40.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UL by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026666$40.0K<0.1%00.0%UnchangedHolders
Q1 2026666$37.9K<0.1%−1,293−66.0%ReducedHolders
Q4 20251,959$128.1K<0.1%−315−13.9%ReducedHolders
Q3 20252,274$134.8K<0.1%00.0%UnchangedHolders
Q2 20252,274$139.1K<0.1%+69+3.1%AddedHolders
Q1 20252,205$131.3K<0.1%−610−21.7%ReducedHolders
Q4 20242,815$159.6K<0.1%00.0%UnchangedHolders
Q3 20242,815$182.9K<0.1%00.0%UnchangedHolders
Q2 20242,815$154.8K<0.1%−120−4.1%ReducedHolders
Q1 20242,935$147.3K<0.1%00.0%UnchangedHolders
Q4 20232,935$142.3K<0.1%00.0%UnchangedHolders
Q3 20232,935$145.0K<0.1%−140−4.6%ReducedHolders
Q2 20233,075$160.3K<0.1%00.0%UnchangedHolders
Q1 20233,075$159.7K<0.1%−550−15.2%ReducedHolders
Q4 20223,625$182.5K<0.1%00.0%UnchangedHolders
Q3 20223,625$158.9K<0.1%−810−18.3%ReducedHolders
Q2 20224,435$203.0K<0.1%−114−2.5%ReducedHolders
Q1 20224,549$207.0K<0.1%00.0%UnchangedHolders
Q4 20214,549$245.0K<0.1%00.0%UnchangedHolders
Q3 20214,549$246.6K<0.1%−1,298−22.2%ReducedHolders
Q2 20215,847$342.1K<0.1%00.0%UnchangedHolders
Q1 20215,847$326.4K<0.1%––Holders

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