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Advantage Trust Co: UFOX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advantage Trust Co on UFOX, newest first. How the timeline and the estimate are built.

Advantage Trust Co held 37,256 UFOX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,256 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $3,540,713.

    13F-HR 0002009346-26-000004 filed by Advantage Trust Co
    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 37,256 shares
    Change vs previous 13F +1,696 shares

    1.14% of the 13F portfolio, value $2,539,939.

    13F-HR 0002009346-26-000002 filed by Advantage Trust Co
    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 35,560 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $2,270,005.

    13F-HR 0002009346-26-000001 filed by Advantage Trust Co
    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 35,560 shares
    Change vs previous 13F -2,100 shares

    0.99% of the 13F portfolio, value $2,193,341.

    13F-HR 0002009346-25-000009 filed by Advantage Trust Co
    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 37,660 shares
    Change vs previous 13F -1,520 shares

    0.98% of the 13F portfolio, value $1,986,942.

    13F-HR 0002009346-25-000006 filed by Advantage Trust Co
    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 39,180 shares
    Change vs previous 13F -12,990 shares

    1.01% of the 13F portfolio, value $1,665,151.

    13F-HR 0002009346-25-000004 filed by Advantage Trust Co
    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 52,170 shares
    Change vs previous 13F -8,711 shares

    1.46% of the 13F portfolio, value $2,485,901.

    13F-HR 0002009346-25-000001 filed by Advantage Trust Co
    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 60,881 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $2,641,018.

    13F-HR 0002009346-24-000004 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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