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44 WEALTH MANAGEMENT LLC: UL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 44 WEALTH MANAGEMENT LLC on UL, newest first. How the timeline and the estimate are built.

44 WEALTH MANAGEMENT LLC held 33,027 UL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,027 shares
    Change vs previous 13F -1,255 shares

    0.66% of the 13F portfolio, value $1,985,583.

    13F-HR 0001765380-26-000397 filed by 44 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 34,282 shares
    Change vs previous 13F -620 shares

    0.68% of the 13F portfolio, value $1,953,046.

    13F-HR 0001765380-26-000215 filed by 44 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 34,902 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,282,591.

    13F-HR 0001420506-26-000216 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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