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Three Bridge Wealth Advisors, LLC

SEC CIK
0001950962
Latest filing
Jul 27, 2026

UL holding history

Unilever PLC in every 13F filed by Three Bridge Wealth Advisors, 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)
36,080
Value
$2.17M
% of portfolio
0.5%
Quarters held
18
Since Q1 2022
Holdings of UL by Three Bridge Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,080$2.17M0.5%+5,243+17.0%AddedHolders
Q1 202630,837$1.77M0.5%−2,170−6.6%ReducedHolders
Q4 202533,007$2.16M0.6%−3,963−10.7%ReducedHolders
Q3 202536,970$2.19M0.6%−172−0.5%ReducedHolders
Q2 202537,142$2.27M0.6%+1,680+4.7%AddedHolders
Q1 202535,462$2.11M0.7%+722+2.1%AddedHolders
Q4 202434,740$1.97M0.7%+198+0.6%AddedHolders
Q3 202434,542$2.24M0.8%−1,752−4.8%ReducedHolders
Q2 202436,294$2.00M0.8%−1,351−3.6%ReducedHolders
Q1 202437,645$1.89M0.7%+26,310+232.1%AddedHolders
Q4 202311,335$549.5K0.2%−22,710−66.7%ReducedHolders
Q3 202334,045$1.68M0.7%+4,963+17.1%AddedHolders
Q2 202329,082$1.52M0.6%−1,774−5.7%ReducedHolders
Q1 202330,856$1.60M0.7%+9,362+43.6%AddedHolders
Q4 202221,494$1.08M0.6%−9,753−31.2%ReducedHolders
Q3 202231,247$1.37M0.7%−493−1.6%ReducedHolders
Q2 202231,740$1.46M0.7%+1,367+4.5%AddedHolders
Q1 202230,373$1.38M0.4%–No prior filingHolders