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B.O.S.S. Retirement Advisors, LLC: TUA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B.O.S.S. Retirement Advisors, LLC on TUA, newest first. How the timeline and the estimate are built.

B.O.S.S. Retirement Advisors, LLC held 139,720 TUA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,720 shares
    Change vs previous 13F +4,229 shares

    0.77% of the 13F portfolio, value $2,853,787.

    13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement 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 135,491 shares
    Change vs previous 13F -8,849 shares

    0.87% of the 13F portfolio, value $2,858,860.

    13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement 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 144,340 shares
    Change vs previous 13F -113,681 shares

    1% of the 13F portfolio, value $3,161,490.

    13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement 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 258,021 shares
    Change vs previous 13F -8,014 shares

    1.35% of the 13F portfolio, value $5,642,910.

    13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement 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 266,035 shares
    Change vs previous 13F -1,735 shares

    1.47% of the 13F portfolio, value $5,860,746.

    13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement 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 267,770 shares
    Change vs previous 13F +78,048 shares

    1.71% of the 13F portfolio, value $5,882,914.

    13F-HR 0001085146-25-002267 filed by B.O.S.S. Retirement 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 189,722 shares
    Change vs previous 13F +167,137 shares

    1.12% of the 13F portfolio, value $4,025,902.

    13F-HR 0001085146-25-000378 filed by B.O.S.S. Retirement 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 22,585 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $519,240.

    13F-HR 0001085146-24-004941 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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