Position in UFPI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$295,177
-$50,549 QoQ
Shares Held
3,253
-13.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#242
of 384 holders
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UFPI Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $3,686,103 across 5 Lumber & Wood Production names. UFPI ranks #3 (8.0% of the industry book) .
All Filings in UFPI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,177 | 3,253 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $345,726 | 3,753 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $94,509 | 1,038 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $82,551 | 883 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $83,462 | 840 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $108,324 | 1,012 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $59,817 | 531 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $15,220 | 116 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,792 | 16 | Shares | Sole | 2024-08-14 | |
| 2021-12-31 | $4,140 | 45 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,059 | 45 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,345 | 45 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,412 | 45 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||