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NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

UL holding history

Unilever PLC in every 13F filed by NewEdge Wealth, 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)
112,085
Value
$6.74M
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of UL by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026112,085$6.74M0.1%+51,701+85.6%AddedHolders
Q1 202660,384$3.44M<0.1%+1,289+2.2%AddedHolders
Q4 202559,095$3.86M<0.1%+777+1.3%AddedHolders
Q3 202558,318$3.57M0.1%−16,071−21.6%ReducedHolders
Q2 202574,389$4.56M0.1%−17,512−19.1%ReducedHolders
Q1 202591,901$5.47M0.1%+11,959+15.0%AddedHolders
Q4 202479,942$4.53M0.1%+2,219+2.9%AddedHolders
Q3 202477,723$5.05M0.1%+19,930+34.5%AddedHolders
Q2 202457,793$3.18M0.1%+998+1.8%AddedHolders
Q1 202456,795$2.95M0.1%+26,955+90.3%AddedHolders
Q4 202329,840$1.45M<0.1%+13,234+79.7%AddedHolders
Q3 202316,606$820.3K<0.1%+3,373+25.5%AddedHolders
Q2 202313,233$689.8K<0.1%+2,093+18.8%AddedHolders
Q1 202311,140$578.5K<0.1%+4,411+65.6%AddedHolders
Q4 20226,729$338.8K<0.1%−917−12.0%ReducedHolders
Q3 20227,646$335.0K<0.1%−14,745−65.9%ReducedHolders
Q2 202222,391$1.03M<0.1%+14,450+182.0%AddedHolders
Q1 20227,941$362.0K<0.1%+7,941NewHolders