Position in UL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$593,456
-$828,797 QoQ
Shares Held
10,417
-52.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
All Filings in UL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $593,456 | 10,417 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,422,253 | 21,747 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,451,412 | 24,484 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,470,220 | 24,035 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,429,199 | 24,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,370,383 | 24,169 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,562,548 | 24,054 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,321,135 | 24,025 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,200,796 | 23,925 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||