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Disclosery

Burkett Asset Management Ltd: UL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Burkett Asset Management Ltd on UL, newest first. How the timeline and the estimate are built.

Burkett Asset Management Ltd held 17,766 UL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,766 shares
    Change vs previous 13F -400 shares

    1.02% of the 13F portfolio, value $1,078,929.

    13F-HR 0001085146-26-000885 filed by Burkett Asset Management Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,166 shares
    Change vs previous 13F +4,045 shares

    1.02% of the 13F portfolio, value $1,092,140.

    13F-HR 0002109360-26-000003 filed by Burkett Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,121 shares
    Change vs previous 13F -7,349 shares

    0.79% of the 13F portfolio, value $804,473.

    13F-HR 0002109360-26-000002 filed by Burkett Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,470 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $1,404,137.

    13F-HR 0002109360-26-000001 filed by Burkett Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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