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Coston, McIsaac & Partners: UL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Coston, McIsaac & Partners on UL, newest first. How the timeline and the estimate are built.

Coston, McIsaac & Partners held 95,582 UL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,582 shares
    Change vs previous 13F +3,408 shares

    1.16% of the 13F portfolio, value $5,746,000.

    13F-HR 0001945037-26-000003 filed by Coston, McIsaac & Partners
    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 92,174 shares
    Change vs previous 13F -118 shares

    1.19% of the 13F portfolio, value $5,251,000.

    13F-HR 0001945037-26-000002 filed by Coston, McIsaac & Partners
    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 92,292 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $6,034,000.

    13F-HR 0001945037-26-000001 filed by Coston, McIsaac & Partners
    Filed (acceptance time not in the bulk data set), ingested

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