Skip to main content

Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

UL holding history

Unilever PLC in every 13F filed by Sutton Wealth Advisors Inc., 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 Q3 2023 holdings

Shares (Q3 2023)
6,396
Value
$316.0K
% of portfolio
0.2%
Quarters held
11
Since Q1 2021
Holdings of UL by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20236,396$316.0K0.2%00.0%UnchangedHolders
Q2 20236,396$333.4K0.2%+442+7.4%AddedHolders
Q1 20235,954$309.2K0.2%00.0%UnchangedHolders
Q4 20225,954$299.8K0.1%+153+2.6%AddedHolders
Q3 20225,801$254.3K0.1%+2,706+87.4%AddedHolders
Q2 20223,095$141.8K0.1%+1,302+72.6%AddedHolders
Q1 20221,793$81.7K<0.1%+1,312+272.8%AddedHolders
Q4 2021481$25.9K<0.1%00.0%UnchangedHolders
Q3 2021481$26.1K<0.1%00.0%UnchangedHolders
Q2 2021481$28.1K<0.1%00.0%UnchangedHolders
Q1 2021481$26.9K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.