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Livermore
Livermore
ZHEN

Principle Wealth Partners LLC

SEC CIK
0001743413
Latest filing
Aug 7, 2026

UL holding history

Unilever PLC in every 13F filed by Principle 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 2026)
8,473
Value
$509.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UL by Principle Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,473$509.4K<0.1%+458+5.7%AddedHolders
Q1 20268,015$456.6K<0.1%−347−4.1%ReducedHolders
Q4 20258,362$546.9K<0.1%−660−7.3%ReducedHolders
Q3 20259,022$534.8K<0.1%00.0%UnchangedHolders
Q2 20259,022$551.9K<0.1%+148+1.7%AddedHolders
Q1 20258,874$528.4K<0.1%00.0%UnchangedHolders
Q4 20248,874$503.2K<0.1%+405+4.8%AddedHolders
Q3 20248,469$550.1K<0.1%00.0%UnchangedHolders
Q2 20248,469$465.7K<0.1%−1,974−18.9%ReducedHolders
Q1 202410,443$524.1K<0.1%00.0%UnchangedHolders
Q4 202310,443$506.3K<0.1%−523−4.8%ReducedHolders
Q3 202310,966$541.7K0.1%−700−6.0%ReducedHolders
Q2 202311,666$608.1K0.1%−1,700−12.7%ReducedHolders
Q1 202313,366$694.1K0.1%−1,080−7.5%ReducedHolders
Q4 202214,446$727.4K0.1%−1,213−7.7%ReducedHolders
Q3 202215,659$686.0K0.1%−2,660−14.5%ReducedHolders
Q2 202218,319$840.0K0.1%−2,319−11.2%ReducedHolders
Q1 202220,638$940.0K0.1%−914−4.2%ReducedHolders
Q4 202121,552$1.16M0.1%−2,171−9.2%ReducedHolders
Q3 202123,723$1.29M0.1%−3,878−14.1%ReducedHolders
Q2 202127,601$1.61M0.2%−10,419−27.4%ReducedHolders
Q1 202138,020$2.12M0.3%––Holders

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