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CPA Asset Management Group, LLC: UDR position timeline

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

CPA Asset Management Group, LLC held 5,071 UDR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,071 shares
    Change vs previous 13F -5,071 shares

    0.06% of the 13F portfolio, value $202,435.

    13F-HR 0001963967-26-000006 filed by CPA Asset Management Group, 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 10,142 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $342,597.

    13F-HR 0001963967-26-000005 filed by CPA Asset Management Group, 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 10,142 shares
    Change vs previous 13F -5,916 shares

    0.13% of the 13F portfolio, value $372,009.

    13F-HR 0001963967-26-000001 filed by CPA Asset Management Group, LLC
    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 16,058 shares
    Change vs previous 13F -7,642 shares

    0.23% of the 13F portfolio, value $598,322.

    13F-HR 0001963967-25-000009 filed by CPA Asset Management Group, LLC
    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 23,700 shares
    Change vs previous 13F -4,262 shares

    0.41% of the 13F portfolio, value $967,671.

    13F-HR 0001963967-25-000006 filed by CPA Asset Management Group, LLC
    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 27,962 shares
    Change vs previous 13F -6,690 shares

    0.56% of the 13F portfolio, value $1,263,044.

    13F-HR 0001963967-25-000004 filed by CPA Asset Management Group, LLC
    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 34,652 shares
    Change vs previous 13F -3,380 shares

    0.7% of the 13F portfolio, value $1,504,244.

    13F-HR 0001963967-25-000001 filed by CPA Asset Management Group, LLC
    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 38,032 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,724,371.

    13F-HR 0001963967-24-000004 filed by CPA Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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