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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

UL holding history

Unilever PLC in every 13F filed by XML Financial, 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)
70,415
Value
$4.23M
% of portfolio
0.3%
Quarters held
17
Since Q1 2022
Holdings of UL by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202670,415$4.23M0.3%−13,255−15.8%ReducedHolders
Q1 202683,670$4.77M0.4%−5,874−6.6%ReducedHolders
Q4 202589,544$5.86M0.5%−27,732−23.6%ReducedHolders
Q3 2025117,276$6.95M0.6%−6,196−5.0%ReducedHolders
Q2 2025123,472$7.55M0.7%−1,085−0.9%ReducedHolders
Q1 2025124,557$7.42M0.7%−6,268−4.8%ReducedHolders
Q4 2024130,825$7.42M0.7%−6,591−4.8%ReducedHolders
Q3 2024137,416$8.93M0.8%−7,767−5.3%ReducedHolders
Q2 2024145,183$7.98M0.8%−12,647−8.0%ReducedHolders
Q1 2024157,830$7.92M0.8%−32,458−17.1%ReducedHolders
Q4 2023190,288$9.23M1.0%−2,356−1.2%ReducedHolders
Q3 2023192,644$9.52M1.1%−397−0.2%ReducedHolders
Q2 2023193,041$10.1M1.2%−714−0.4%ReducedHolders
Q1 2023193,755$10.1M1.2%−101−0.1%ReducedHolders
Q4 2022193,856$9.76M1.2%+271+0.1%AddedHolders
Q3 2022193,585$8.49M1.2%+193,585NewHolders
Q2 20220$00.0%−6,744−100.0%Sold outHolders
Q1 20226,744$307.0K<0.1%+6,744NewHolders