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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

UL holding history

Unilever PLC in every 13F filed by Abound Wealth Management, 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)
12
Value
$722
% of portfolio
<0.1%
Quarters held
12
Since Q4 2022
Holdings of UL by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612$722<0.1%−168−93.3%ReducedHolders
Q1 2026180$10.3K<0.1%+76+73.1%AddedHolders
Q4 2025104$6.80K<0.1%−231−69.0%ReducedHolders
Q3 2025335$19.9K<0.1%+314+1,495.2%AddedHolders
Q2 202521$1.28K<0.1%00.0%UnchangedHolders
Q1 202521$1.25K<0.1%00.0%UnchangedHolders
Q4 202421$1.19K<0.1%+21NewHolders
Q1 20240$00.0%−12−100.0%Sold outHolders
Q4 202312$604<0.1%00.0%UnchangedHolders
Q3 202312$609<0.1%−48−80.0%ReducedHolders
Q2 202360$3.14K<0.1%+48+400.0%AddedHolders
Q1 202312$629<0.1%00.0%UnchangedHolders
Q4 202212$605<0.1%+12NewHolders