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Disclosery

Advisory Alpha, LLC: UGL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on UGL, newest first. How the timeline and the estimate are built.

Advisory Alpha, LLC held 13,220 UGL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,220 shares
    Change vs previous 13F -4,548 shares

    0.01% of the 13F portfolio, value $579,961.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 17,768 shares
    Change vs previous 13F -11,574 shares

    0.03% of the 13F portfolio, value $1,092,021.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 29,342 shares
    Change vs previous 13F +3,299 shares

    0.04% of the 13F portfolio, value $1,629,068.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 26,043 shares
    Change vs previous 13F -769 shares

    0.03% of the 13F portfolio, value $1,194,592.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 26,812 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $929,304.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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