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Sofos Investments, Inc.

SEC CIK
0001741736
Latest filing
May 8, 2026

UL holding history

Unilever PLC in every 13F filed by Sofos Investments, Inc., 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 Q1 2026 holdings

Shares (Q1 2026)
39,298
Value
$2.24M
% of portfolio
0.4%
Quarters held
17
Since Q1 2021
Holdings of UL by Sofos Investments, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202639,298$2.24M0.4%+807+2.1%AddedHolders
Q4 202538,491$2.52M0.5%−1,670−4.2%ReducedHolders
Q3 202540,161$2.38M0.5%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202536,114$2.15M0.5%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 202435,597$1.96M0.5%−29,632−45.4%ReducedHolders
Q1 202465,229$3.22M0.4%+33,848+107.9%AddedHolders
Q4 202331,381$1.52M0.4%+31,381NewHolders
Q3 20230$00.0%−52−100.0%Sold outHolders
Q2 202352$5.03K<0.1%00.0%UnchangedHolders
Q1 202352$2<0.1%+2+4.0%AddedHolders
Q4 202250––+6+13.6%AddedHolders
Q3 202244$1.00K<0.1%−2−4.3%ReducedHolders
Q2 202246$1.00K<0.1%00.0%UnchangedHolders
Q1 202246$1.00K<0.1%−8−14.8%ReducedHolders
Q4 202154$2.00K<0.1%+54AddedHolders
Q3 20210$54.0K<0.1%0UnchangedHolders
Q2 20210$59.0K<0.1%0UnchangedHolders
Q1 20210$13<0.1%––Holders

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