CORRECT CAPITAL WEALTH MANAGEMENT: UBND position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CORRECT CAPITAL WEALTH MANAGEMENT on UBND, newest first. How the timeline and the estimate are built.
CORRECT CAPITAL WEALTH MANAGEMENT held 1,175,240 UBND shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 1,175,240 sharesChange vs previous 13F +10,405 shares
4.4% of the 13F portfolio, value $25,532,097.
13F-HR 0001844835-26-000003 filed by CORRECT CAPITAL WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,164,835 sharesChange vs previous 13F +24,971 shares
4.74% of the 13F portfolio, value $25,370,105.
13F-HR 0001844835-26-000002 filed by CORRECT CAPITAL WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,139,864 sharesChange vs previous 13F +270,209 shares
4.72% of the 13F portfolio, value $25,077,009.
13F-HR 0001844835-26-000001 filed by CORRECT CAPITAL WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 869,655 sharesChange vs previous 13F +89,983 shares
3.53% of the 13F portfolio, value $19,175,889.
13F-HR 0001844835-25-000007 filed by CORRECT CAPITAL WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 779,672 sharesChange vs previous 13F +7,261 shares
3.32% of the 13F portfolio, value $17,035,840.
13F-HR 0001844835-25-000005 filed by CORRECT CAPITAL WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 772,411 sharesChange vs previous 13F +219,995 shares
3.34% of the 13F portfolio, value $16,838,555.
13F-HR 0001844835-25-000004 filed by CORRECT CAPITAL WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 552,416 sharesChange vs previous 13F +89,561 shares
2.35% of the 13F portfolio, value $11,805,124.
13F-HR 0001844835-25-000003 filed by CORRECT CAPITAL WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 462,855 sharesChange vs previous 13F not available
2.28% of the 13F portfolio, value $10,297,233.
13F-HR 0001844835-25-000002 filed by CORRECT CAPITAL WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).