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CALDWELL SUTTER CAPITAL, INC.: UL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CALDWELL SUTTER CAPITAL, INC. on UL, newest first. How the timeline and the estimate are built.

CALDWELL SUTTER CAPITAL, INC. held 2,497 UL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,497 shares
    Change vs previous 13F +1,198 shares

    0.06% of the 13F portfolio, value $150,120.

    13F-HR 0000702007-26-000009 filed by CALDWELL SUTTER CAPITAL, 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 1,299 shares
    Change vs previous 13F +319 shares

    0.03% of the 13F portfolio, value $74,004.

    13F-HR 0000702007-26-000007 filed by CALDWELL SUTTER CAPITAL, 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 980 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $64,092.

    13F-HR 0000702007-26-000002 filed by CALDWELL SUTTER CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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