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Creative Planning UNLYF Position History
Unilever PLC • Consumer Defensive
Quarters held
10
Latest value
$30.6M
Q3 2026
Peak value
$30.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $27.3M |
| Q3 2025 | $563K |
| Q4 2025 | $26.7M |
| Q4 2025 | $511K |
| Q1 2026 | $442K |
| Q1 2026 | $22.6M |
| Q2 2026 | $662K |
| Q2 2026 | $26.5M |
| Q3 2026 | $660K |
| Q3 2026 | $30.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30.6M | 503.2K | — | — |
| Q3 2026 | $660K | 10.9K | — | — |
| Q2 2026 | $26.5M | 441.5K | — | — |
| Q2 2026 | $662K | 11.0K | — | — |
| Q1 2026 | $22.6M | 397.3K | — | — |
| Q1 2026 | $442K | 7.8K | — | — |
| Q4 2025 | $511K | 7.8K | — | — |
| Q4 2025 | $26.7M | 407.6K | — | — |
| Q3 2025 | $563K | 9.5K | — | — |
| Q3 2025 | $27.3M | 460.8K | — | — |