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ATTICUS WEALTH MANAGEMENT, LLC: UL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATTICUS WEALTH MANAGEMENT, LLC on UL, newest first. How the timeline and the estimate are built.

ATTICUS WEALTH MANAGEMENT, LLC held 4,136 UL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,136 shares
    Change vs previous 13F -651 shares

    0.06% of the 13F portfolio, value $248,676.

    13F-HR 0001800234-26-000003 filed by ATTICUS WEALTH MANAGEMENT, 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 4,787 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $272,716.

    13F-HR 0001800234-26-000002 filed by ATTICUS WEALTH MANAGEMENT, 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 4,787 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $313,070.

    13F-HR 0001800234-26-000001 filed by ATTICUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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