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Altman Advisors, Inc.: UL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Altman Advisors, Inc. on UL, newest first. How the timeline and the estimate are built.

Altman Advisors, Inc. held 28,401 UL 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 28,401 shares
    Change vs previous 13F -694 shares

    0.61% of the 13F portfolio, value $1,707,468.

    13F-HR 0001731671-26-000003 filed by Altman Advisors, 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 29,095 shares
    Change vs previous 13F -13 shares

    0.69% of the 13F portfolio, value $1,657,542.

    13F-HR 0001731671-26-000002 filed by Altman Advisors, 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 29,108 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,903,663.

    13F-HR 0001731671-26-000001 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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