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Capital Impact Advisors, LLC: UI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Impact Advisors, LLC on UI, newest first. How the timeline and the estimate are built.

Capital Impact Advisors, LLC held 37,507 UI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,507 shares
    Change vs previous 13F +20,582 shares

    1.12% of the 13F portfolio, value $20,029,863.

    13F-HR 0001172661-26-003167 filed by Capital Impact 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 16,925 shares
    Change vs previous 13F -24,009 shares

    5.4% of the 13F portfolio, value $13,375,658.

    13F-HR 0001172661-26-002017 filed by Capital Impact 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 40,934 shares
    Change vs previous 13F +15,228 shares

    1.77% of the 13F portfolio, value $22,650,829.

    13F-HR 0001172661-26-000946 filed by Capital Impact 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 25,706 shares
    Change vs previous 13F +2,650 shares

    3.8% of the 13F portfolio, value $16,980,869.

    13F-HR 0001172661-25-004981 filed by Capital Impact 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 23,056 shares
    Change vs previous 13F +365 shares

    2.86% of the 13F portfolio, value $9,491,002.

    13F-HR 0001172661-25-003660 filed by Capital Impact 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 22,691 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $7,037,387.

    13F-HR 0001420506-25-001332 filed by Capital Impact Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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