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Windle Wealth, LLC

SEC CIK
0001963452
Latest filing
Jul 30, 2026

UL holding history

Unilever PLC in every 13F filed by Windle 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)
141,375
Value
$8.50M
% of portfolio
3.4%
Quarters held
15
Since Q4 2022
Holdings of UL by Windle Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026141,375$8.50M3.4%+15,460+12.3%AddedHolders
Q1 2026125,915$7.17M3.0%+4,653+3.8%AddedHolders
Q4 2025121,262$7.93M3.6%−11,926−9.0%ReducedHolders
Q3 2025133,188$7.90M3.5%+4,862+3.8%AddedHolders
Q2 2025128,326$7.85M3.8%−1,641−1.3%ReducedHolders
Q1 2025129,967$7.74M4.0%+1,096+0.9%AddedHolders
Q4 2024128,871$7.31M4.0%+781+0.6%AddedHolders
Q3 2024128,090$8.32M4.5%−220−0.2%ReducedHolders
Q2 2024128,310$7.06M4.3%+6,809+5.6%AddedHolders
Q1 2024121,501$6.10M3.9%+1,893+1.6%AddedHolders
Q4 2023119,608$5.80M4.1%+61+0.1%AddedHolders
Q3 2023119,547$5.91M4.4%+3,102+2.7%AddedHolders
Q2 2023116,445$6.07M4.4%+345+0.3%AddedHolders
Q1 2023116,100$6.03M4.5%+1,991+1.7%AddedHolders
Q4 2022114,109$5.75M4.5%–No prior filingHolders