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Opes Wealth Management LLC

SEC CIK
0001766918
Latest filing
Apr 29, 2026

UL holding history

Unilever PLC in every 13F filed by Opes Wealth Management 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 Q1 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q3 2021
Holdings of UL by Opes Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−3,761−100.0%Sold outHolders
Q1 20253,761$224.0K<0.1%−9−0.2%ReducedHolders
Q4 20243,770$213.8K<0.1%+527+16.3%AddedHolders
Q3 20243,243$210.7K<0.1%+3,243NewHolders
Q2 20230$00.0%−4,005−100.0%Sold outHolders
Q1 20234,005$208.0K0.1%00.0%UnchangedHolders
Q4 20224,005$201.7K0.1%+4,005NewHolders
Q1 20220$00.0%−3,767−100.0%Sold outHolders
Q4 20213,767$203.0K0.1%00.0%UnchangedHolders
Q3 20213,767$204.0K0.1%+3,767NewHolders