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1900 WEALTH MANAGEMENT LLC: UBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1900 WEALTH MANAGEMENT LLC on UBND, newest first. How the timeline and the estimate are built.

1900 WEALTH MANAGEMENT LLC held 4,103,679 UBND shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,103,679 shares
    Change vs previous 13F -275,801 shares

    4.96% of the 13F portfolio, value $89,152,426.

    13F-HR 0001791996-26-000005 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,379,480 shares
    Change vs previous 13F +90,707 shares

    6.12% of the 13F portfolio, value $95,385,079.

    13F-HR 0001791996-26-000004 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,288,773 shares
    Change vs previous 13F +112,555 shares

    6.05% of the 13F portfolio, value $94,353,014.

    13F-HR 0001791996-26-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,176,218 shares
    Change vs previous 13F +97,243 shares

    6.24% of the 13F portfolio, value $92,085,614.

    13F-HR 0001791996-25-000007 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,078,975 shares
    Change vs previous 13F +5,130 shares

    6.74% of the 13F portfolio, value $89,125,613.

    13F-HR 0001791996-25-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,073,845 shares
    Change vs previous 13F +628,594 shares

    7.39% of the 13F portfolio, value $88,809,828.

    13F-HR 0001791996-25-000005 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,445,251 shares
    Change vs previous 13F +526,628 shares

    6.18% of the 13F portfolio, value $73,625,007.

    13F-HR 0001791996-25-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 2,918,623 shares
    Change vs previous 13F not available

    5.57% of the 13F portfolio, value $64,931,184.

    13F-HR/A 0001791996-24-000007 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).