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Aegis Wealth Management, Inc.: TUA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aegis Wealth Management, Inc. on TUA, newest first. How the timeline and the estimate are built.

Aegis Wealth Management, Inc. held 74,953 TUA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,953 shares
    Change vs previous 13F +4,616 shares

    0.99% of the 13F portfolio, value $1,530,915.

    13F-HR 0002096565-26-000003 filed by Aegis Wealth Management, Inc.
    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 70,337 shares
    Change vs previous 13F -5,215 shares

    1.17% of the 13F portfolio, value $1,484,111.

    13F-HR 0002096565-26-000002 filed by Aegis Wealth Management, Inc.
    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 75,552 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,654,816.

    13F-HR 0002096565-26-000001 filed by Aegis Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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