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New Wave Wealth Advisors LLC

SEC CIK
0002035324
Latest filing
Jul 23, 2026

UL holding history

Unilever PLC in every 13F filed by New Wave 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)
6,351
Value
$381.8K
% of portfolio
0.1%
Quarters held
9
Since Q2 2024
Holdings of UL by New Wave Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,351$381.8K0.1%+1,733+37.5%AddedHolders
Q1 20264,618$265.5K0.1%+383+9.0%AddedHolders
Q4 20254,235$277.0K0.1%−376−8.2%ReducedHolders
Q3 20254,611$273.3K0.1%+552+13.6%AddedHolders
Q2 20254,059$248.3K0.1%−64−1.6%ReducedHolders
Q1 20254,123$245.5K0.1%−2,211−34.9%ReducedHolders
Q4 20246,334$359.1K0.1%−485−7.1%ReducedHolders
Q3 20246,819$443.0K0.2%−262−3.7%ReducedHolders
Q2 20247,081$389.4K0.2%–No prior filingHolders