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Livermore
Livermore
ZHEN

Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

UL holding history

Unilever PLC in every 13F filed by Caldwell Trust Co, 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)
4,497
Value
$270.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UL by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,497$270.4K<0.1%−1,056−19.0%ReducedHolders
Q1 20265,553$316.4K<0.1%−56−1.0%ReducedHolders
Q4 20255,609$366.8K<0.1%−696−11.0%ReducedHolders
Q3 20256,305$373.8K<0.1%+1,431+29.4%AddedHolders
Q2 20254,874$298.1K<0.1%−14−0.3%ReducedHolders
Q1 20254,888$291.1K<0.1%−47−1.0%ReducedHolders
Q4 20244,935$279.8K<0.1%−220−4.3%ReducedHolders
Q3 20245,155$334.9K<0.1%−1,175−18.6%ReducedHolders
Q2 20246,330$348.1K<0.1%−470−6.9%ReducedHolders
Q1 20246,800$341.3K<0.1%−1,385−16.9%ReducedHolders
Q4 20238,185$396.8K0.1%−812−9.0%ReducedHolders
Q3 20238,997$444.5K0.1%−210−2.3%ReducedHolders
Q2 20239,207$480.0K0.1%−1,231−11.8%ReducedHolders
Q1 202310,438$542.0K0.1%−40−0.4%ReducedHolders
Q4 202210,478$527.6K0.1%+1,051+11.1%AddedHolders
Q3 20229,427$413.3K0.1%−544−5.5%ReducedHolders
Q2 20229,971$457.0K0.1%+86+0.9%AddedHolders
Q1 20229,885$450.5K0.1%−264−2.6%ReducedHolders
Q4 202110,149$545.9K0.1%−2,380−19.0%ReducedHolders
Q3 202112,529$679.3K0.1%+908+7.8%AddedHolders
Q2 202111,621$679.8K0.1%+1,548+15.4%AddedHolders
Q1 202110,073$562.4K0.1%––Holders

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