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CALDWELL SUTTER CAPITAL, INC.: UMH position timeline

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

CALDWELL SUTTER CAPITAL, INC. held 81,923 UMH 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 81,923 shares
    Change vs previous 13F -1,100 shares

    0.47% of the 13F portfolio, value $1,240,314.

    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 83,023 shares
    Change vs previous 13F -1,000 shares

    0.49% of the 13F portfolio, value $1,198,022.

    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 84,023 shares
    Change vs previous 13F -4,000 shares

    0.57% of the 13F portfolio, value $1,336,806.

    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).

  4. period ended2025-09-30
    13F 88,023 shares
    Change vs previous 13F -1,450 shares

    0.56% of the 13F portfolio, value $1,307,142.

    13F-HR 0000702007-25-000010 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).

  5. period ended2025-06-30
    13F 89,473 shares
    Change vs previous 13F -721 shares

    0.69% of the 13F portfolio, value $1,502,252.

    13F-HR 0001415889-25-019662 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).

  6. period ended2025-03-31
    13F 90,194 shares
    Change vs previous 13F -2,000 shares

    0.8% of the 13F portfolio, value $1,686,628.

    13F-HR 0001415889-25-010784 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).

  7. period ended2024-12-31
    13F 92,194 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $1,740,623.

    13F-HR 0001415889-25-001734 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).

  8. period ended2024-09-30
    13F 92,194 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,813,456.

    13F-HR 0001415889-24-025629 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).