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BBR PARTNERS, LLC: URTH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BBR PARTNERS, LLC on URTH, newest first. How the timeline and the estimate are built.

BBR PARTNERS, LLC held 21,132 URTH 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 21,132 shares
    Change vs previous 13F -290 shares

    0.2% of the 13F portfolio, value $4,282,106.

    13F-HR 0001352467-26-000004 filed by BBR PARTNERS, 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 21,422 shares
    Change vs previous 13F -1,018 shares

    0.22% of the 13F portfolio, value $3,856,449.

    13F-HR 0001352467-26-000003 filed by BBR PARTNERS, 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 22,440 shares
    Change vs previous 13F +1 shares

    0.22% of the 13F portfolio, value $4,168,742.

    13F-HR 0001352467-26-000001 filed by BBR PARTNERS, 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 22,439 shares
    Change vs previous 13F -518 shares

    0.23% of the 13F portfolio, value $4,073,991.

    13F-HR 0001352467-25-000009 filed by BBR PARTNERS, 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 22,957 shares
    Change vs previous 13F -495 shares

    0.24% of the 13F portfolio, value $3,888,425.

    13F-HR 0001352467-25-000008 filed by BBR PARTNERS, 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 23,452 shares
    Change vs previous 13F +42 shares

    0.25% of the 13F portfolio, value $3,592,436.

    13F-HR 0001352467-25-000004 filed by BBR PARTNERS, 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 23,410 shares
    Change vs previous 13F -2 shares

    0.25% of the 13F portfolio, value $3,640,314.

    13F-HR 0001352467-25-000001 filed by BBR PARTNERS, 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 23,412 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,673,588.

    13F-HR 0001352467-24-000007 filed by BBR PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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