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Affinity Capital Advisors, LLC: U position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Affinity Capital Advisors, LLC on U, newest first. How the timeline and the estimate are built.

Affinity Capital Advisors, LLC held 114,550 U shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,550 shares
    Change vs previous 13F -399 shares

    0.42% of the 13F portfolio, value $3,396,408.

    13F-HR 0001810023-26-000004 filed by Affinity Capital Advisors, 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 114,949 shares
    Change vs previous 13F +499 shares

    0.35% of the 13F portfolio, value $2,521,981.

    13F-HR 0001810023-26-000002 filed by Affinity Capital Advisors, 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 114,450 shares
    Change vs previous 13F +36 shares

    0.7% of the 13F portfolio, value $5,055,257.

    13F-HR 0001810023-26-000001 filed by Affinity Capital Advisors, 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 114,414 shares
    Change vs previous 13F -22,372 shares

    0.69% of the 13F portfolio, value $4,473,587.

    13F-HR 0001085146-25-005856 filed by Affinity Capital Advisors, 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 136,786 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $3,310,221.

    13F-HR 0001085146-25-003684 filed by Affinity Capital Advisors, 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 136,786 shares
    Change vs previous 13F -16,648 shares

    0.52% of the 13F portfolio, value $2,630,395.

    13F-HR 0001085146-25-002129 filed by Affinity Capital Advisors, 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 153,434 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $3,541,257.

    13F-HR 0001085146-25-000176 filed by Affinity Capital Advisors, 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 153,434 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,470,677.

    13F-HR 0001085146-24-004660 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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