Wealth Alliance

SEC CIK: 0001793904
Latest filing: Aug 11, 2026

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UL holding history

Unilever PLC in every 13F filed by Wealth Alliance, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UL overview All 13F holders of UL Full Q2 2026 holdings

Shares (Q2 2026): 21,528
Value: $1.29M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UL by Wealth Alliance, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,528	$1.29M	0.1%	−7,056−24.7%	Reduced	Holders
Q1 2026	28,584	$1.63M	0.2%	+7,097+33.0%	Added	Holders
Q4 2025	21,487	$1.41M	0.1%	+9,685+82.1%	Added	Holders
Q3 2025	11,802	$699.6K	0.1%	+2,391+25.4%	Added	Holders
Q2 2025	9,411	$575.7K	0.1%	−38−0.4%	Reduced	Holders
Q1 2025	9,449	$562.7K	0.1%	+251+2.7%	Added	Holders
Q4 2024	9,198	$521.5K	0.1%	−199−2.1%	Reduced	Holders
Q3 2024	9,397	$610.5K	0.1%	−89−0.9%	Reduced	Holders
Q2 2024	9,486	$521.6K	0.1%	−1,704−15.2%	Reduced	Holders
Q1 2024	11,190	$561.6K	0.1%	−2,599−18.8%	Reduced	Holders
Q4 2023	13,789	$668.5K	0.1%	−6,426−31.8%	Reduced	Holders
Q3 2023	20,215	$998.6K	0.2%	+334+1.7%	Added	Holders
Q2 2023	19,881	$1.04M	0.2%	+3,334+20.1%	Added	Holders
Q1 2023	16,547	$859.3K	0.1%	+286+1.8%	Added	Holders
Q4 2022	16,261	$818.7K	0.1%	+1,199+8.0%	Added	Holders
Q3 2022	15,062	$661.0K	0.1%	−761−4.8%	Reduced	Holders
Q2 2022	15,823	$725.0K	0.1%	+10,427+193.2%	Added	Holders
Q1 2022	5,396	$245.0K	0.1%	−17,710−76.6%	Reduced	Holders
Q4 2021	23,106	$1.24M	0.2%	+536+2.4%	Added	Holders
Q3 2021	22,570	$1.22M	0.3%	+1,681+8.0%	Added	Holders
Q2 2021	20,889	$1.22M	0.3%	+3,830+22.5%	Added	Holders
Q1 2021	17,059	$952.0K	0.3%	–	–	Holders

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