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LGT Financial Advisors LLC

SEC CIK
0001965191
Latest filing
Jul 24, 2026

UL holding history

Unilever PLC in every 13F filed by LGT Financial 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)
718
Value
$43.2K
% of portfolio
0.2%
Quarters held
12
Since Q3 2023
Holdings of UL by LGT Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026718$43.2K0.2%+13+1.8%AddedHolders
Q1 2026705$40.2K0.2%00.0%UnchangedHolders
Q4 2025705$46.1K0.3%−439−38.4%ReducedHolders
Q3 20251,144$67.8K0.1%+7+0.6%AddedHolders
Q2 20251,137$69.6K0.2%+13+1.2%AddedHolders
Q1 20251,124$67.0K0.2%00.0%UnchangedHolders
Q4 20241,124$63.8K0.1%−344−23.4%ReducedHolders
Q3 20241,468$95.4K0.2%+5+0.3%AddedHolders
Q2 20241,463$80.5K0.2%+7+0.5%AddedHolders
Q1 20241,456$73.1K0.1%+6+0.4%AddedHolders
Q4 20231,450$70.3K0.1%−24−1.6%ReducedHolders
Q3 20231,474$72.8K0.1%+1,474NewHolders