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Claret Asset Management Corp: TU position timeline

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

Claret Asset Management Corp held 261,231 TU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 261,231 shares
    Change vs previous 13F -3,363 shares

    0.3% of the 13F portfolio, value $2,763,000.

    13F-HR 0001735513-26-000003 filed by Claret Asset Management Corp
    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 264,594 shares
    Change vs previous 13F -3,966 shares

    0.41% of the 13F portfolio, value $3,401,000.

    13F-HR 0001735513-26-000002 filed by Claret Asset Management Corp
    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 268,560 shares
    Change vs previous 13F -21,757 shares

    0.41% of the 13F portfolio, value $3,540,000.

    13F-HR 0001735513-26-000001 filed by Claret Asset Management Corp
    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 290,317 shares
    Change vs previous 13F +8,720 shares

    0.54% of the 13F portfolio, value $4,572,000.

    13F-HR 0001735513-25-000006 filed by Claret Asset Management Corp
    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 281,597 shares
    Change vs previous 13F +573 shares

    0.59% of the 13F portfolio, value $4,522,000.

    13F-HR 0001735513-25-000004 filed by Claret Asset Management Corp
    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 281,024 shares
    Change vs previous 13F +43,207 shares

    0.58% of the 13F portfolio, value $4,031,000.

    13F-HR 0001735513-25-000003 filed by Claret Asset Management Corp
    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 237,817 shares
    Change vs previous 13F +157,723 shares

    0.51% of the 13F portfolio, value $3,223,000.

    13F-HR 0001735513-25-000002 filed by Claret Asset Management Corp
    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 80,094 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,344,000.

    13F-HR 0001735513-24-000005 filed by Claret Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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