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Livermore
Livermore
ZHEN

Garrett Wealth Advisory Group, LLC

SEC CIK
0001729443
Latest filing
Aug 4, 2026

UL holding history

Unilever PLC in every 13F filed by Garrett Wealth Advisory Group, 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 2026)
8,838
Value
$531.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UL by Garrett Wealth Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,838$531.4K0.1%−533−5.7%ReducedHolders
Q1 20269,371$533.9K0.1%−1,076−10.3%ReducedHolders
Q4 202510,447$683.2K0.1%−1,314−11.2%ReducedHolders
Q3 202511,761$697.2K0.1%+40.0%AddedHolders
Q2 202511,757$719.2K0.2%−530−4.3%ReducedHolders
Q1 202512,287$731.7K0.2%+682+5.9%AddedHolders
Q4 202411,605$658.0K0.1%+740+6.8%AddedHolders
Q3 202410,865$705.8K0.2%+559+5.4%AddedHolders
Q2 202410,306$566.7K0.2%−121−1.2%ReducedHolders
Q1 202410,427$523.3K0.2%+34+0.3%AddedHolders
Q4 202310,393$503.8K0.2%−1,172−10.1%ReducedHolders
Q3 202311,565$571.3K0.3%−46−0.4%ReducedHolders
Q2 202311,611$605.3K0.3%+814+7.5%AddedHolders
Q1 202310,797$560.7K0.3%−544−4.8%ReducedHolders
Q4 202211,341$571.0K0.3%−297−2.6%ReducedHolders
Q3 202211,638$510.0K0.3%+7+0.1%AddedHolders
Q2 202211,631$533.0K0.3%+7+0.1%AddedHolders
Q1 202211,624$530.0K0.3%−980−7.8%ReducedHolders
Q4 202112,604$678.0K0.3%−69−0.5%ReducedHolders
Q3 202112,673$687.0K0.4%+60.0%AddedHolders
Q2 202112,667$741.0K0.5%−120−0.9%ReducedHolders
Q1 202112,787$714.0K0.5%––Holders

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