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David Kennon Inc: ULST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of David Kennon Inc on ULST, newest first. How the timeline and the estimate are built.

David Kennon Inc held 106,107 ULST shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,107 shares
    Change vs previous 13F -1,483 shares

    1.42% of the 13F portfolio, value $4,289,387.

    13F-HR 0001954126-26-000004 filed by David Kennon Inc
    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 107,590 shares
    Change vs previous 13F +1,989 shares

    1.56% of the 13F portfolio, value $4,357,406.

    13F-HR 0001954126-26-000002 filed by David Kennon Inc
    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 105,601 shares
    Change vs previous 13F -96,141 shares

    1.52% of the 13F portfolio, value $4,277,382.

    13F-HR 0001954126-26-000001 filed by David Kennon Inc
    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 201,742 shares
    Change vs previous 13F -9,163 shares

    2.95% of the 13F portfolio, value $8,208,880.

    13F-HR 0001954126-25-000002 filed by David Kennon Inc
    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 210,905 shares
    Change vs previous 13F +1,928 shares

    3.2% of the 13F portfolio, value $8,575,397.

    13F-HR 0001085146-25-003899 filed by David Kennon Inc
    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 208,977 shares
    Change vs previous 13F +3,262 shares

    3.38% of the 13F portfolio, value $8,494,927.

    13F-HR 0001085146-25-002244 filed by David Kennon Inc
    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 205,715 shares
    Change vs previous 13F +8,487 shares

    3.28% of the 13F portfolio, value $8,312,953.

    13F-HR 0001085146-25-000422 filed by David Kennon Inc
    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 197,228 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $8,042,965.

    13F-HR 0001085146-24-005067 filed by David Kennon Inc
    Filed (acceptance time not in the bulk data set), ingested

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