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Columbia Asset Management: UL position timeline

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

Columbia Asset Management held 16,135 UL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,135 shares
    Change vs previous 13F -1,314 shares

    0.17% of the 13F portfolio, value $970,036.

    13F-HR 0002085853-26-000792 filed by Columbia Asset Management
    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 17,449 shares
    Change vs previous 13F +516 shares

    0.19% of the 13F portfolio, value $994,070.

    13F-HR 0002085853-26-000430 filed by Columbia Asset Management
    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 16,933 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,107,418.

    13F-HR 0002085853-26-000122 filed by Columbia Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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