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Livermore
Livermore
ZHEN

Beacon Financial Group

SEC CIK
0001591379
Latest filing
Jul 16, 2026

UL holding history

Unilever PLC in every 13F filed by Beacon Financial Group, 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)
57,733
Value
$3.47M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of UL by Beacon Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202657,733$3.47M0.3%+2,545+4.6%AddedHolders
Q1 202655,188$3.14M0.3%+1,302+2.4%AddedHolders
Q4 202553,886$3.52M0.4%−11,974−18.2%ReducedHolders
Q3 202565,860$3.90M0.4%−2,216−3.3%ReducedHolders
Q2 202568,076$4.16M0.4%+1,729+2.6%AddedHolders
Q1 202566,347$3.95M0.4%+1,761+2.7%AddedHolders
Q4 202464,586$3.66M0.4%−1,454−2.2%ReducedHolders
Q3 202466,040$4.29M0.5%−2,441−3.6%ReducedHolders
Q2 202468,481$3.77M0.4%−2,287−3.2%ReducedHolders
Q1 202470,768$3.55M0.4%+1,698+2.5%AddedHolders
Q4 202369,070$3.35M0.4%−448−0.6%ReducedHolders
Q3 202369,518$3.55M0.5%+2,373+3.5%AddedHolders
Q2 202367,145$3.46M0.5%−2,109−3.0%ReducedHolders
Q1 202369,254$3.71M0.5%−1,065−1.5%ReducedHolders
Q4 202270,319$3.51M0.5%−5,814−7.6%ReducedHolders
Q3 202276,133$3.37M0.5%+1,030+1.4%AddedHolders
Q2 202275,103$3.47M0.5%+3,296+4.6%AddedHolders
Q1 202271,807$3.27M0.4%+1,477+2.1%AddedHolders
Q4 202170,330$3.80M0.5%+5,416+8.3%AddedHolders
Q3 202164,914$3.56M0.5%−1,450−2.2%ReducedHolders
Q2 202166,364$3.90M0.6%+7,883+13.5%AddedHolders
Q1 202158,481$3.50M0.5%––Holders

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