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BKM Wealth Management, LLC

SEC CIK
0002007263
Latest filing
Jul 29, 2026

UL holding history

Unilever PLC in every 13F filed by BKM Wealth Management, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2023
Holdings of UL by BKM Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−13,171−100.0%Sold outHolders
Q1 202513,171$784.3K0.3%+682+5.5%AddedHolders
Q4 202412,489$708.1K0.3%−82−0.7%ReducedHolders
Q3 202412,571$816.6K0.3%−1,096−8.0%ReducedHolders
Q2 202413,667$751.6K0.4%−38−0.3%ReducedHolders
Q1 202413,705$687.9K0.3%+4,114+42.9%AddedHolders
Q4 20239,591$465.0K0.2%–No prior filingHolders