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Disclosery

Allworth Financial LP: UJUL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on UJUL, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 44,413 UJUL 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 44,413 shares
    Change vs previous 13F -3,875 shares

    0.01% of the 13F portfolio, value $1,810,719.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 48,288 shares
    Change vs previous 13F -1,168 shares

    0.01% of the 13F portfolio, value $1,849,286.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 49,456 shares
    Change vs previous 13F -1,229 shares

    0.01% of the 13F portfolio, value $1,916,420.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 50,685 shares
    Change vs previous 13F +134 shares

    0.01% of the 13F portfolio, value $1,931,550.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 50,551 shares
    Change vs previous 13F -716 shares

    0.01% of the 13F portfolio, value $1,859,772.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 51,267 shares
    Change vs previous 13F -1,861 shares

    0.01% of the 13F portfolio, value $1,690,263.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 53,128 shares
    Change vs previous 13F -195 shares

    0.01% of the 13F portfolio, value $1,870,903.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 53,323 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,808,183.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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