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Disclosery

COURIER CAPITAL LLC: UL position timeline

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

COURIER CAPITAL LLC held 45,308 UL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,308 shares
    Change vs previous 13F -1,605 shares

    0.14% of the 13F portfolio, value $2,723,918.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 46,913 shares
    Change vs previous 13F -1,112 shares

    0.15% of the 13F portfolio, value $2,672,634.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 48,025 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,140,813.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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