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DAYMARK WEALTH PARTNERS, LLC: UITB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAYMARK WEALTH PARTNERS, LLC on UITB, newest first. How the timeline and the estimate are built.

DAYMARK WEALTH PARTNERS, LLC held 65,125 UITB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,125 shares
    Change vs previous 13F +7,123 shares

    0.07% of the 13F portfolio, value $3,050,338.

    13F-HR 0001956824-26-000003 filed by DAYMARK WEALTH PARTNERS, 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 58,002 shares
    Change vs previous 13F +16,814 shares

    0.09% of the 13F portfolio, value $2,727,079.

    13F-HR 0001956824-26-000002 filed by DAYMARK WEALTH PARTNERS, 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 41,188 shares
    Change vs previous 13F +3,130 shares

    0.06% of the 13F portfolio, value $1,950,466.

    13F-HR 0001956824-26-000001 filed by DAYMARK WEALTH PARTNERS, 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 38,058 shares
    Change vs previous 13F +1,356 shares

    0.06% of the 13F portfolio, value $1,808,518.

    13F-HR 0001956824-25-000009 filed by DAYMARK WEALTH PARTNERS, 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 36,702 shares
    Change vs previous 13F -6,314 shares

    0.07% of the 13F portfolio, value $1,727,546.

    13F-HR 0001956824-25-000007 filed by DAYMARK WEALTH PARTNERS, 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/A 43,016 shares
    Change vs previous 13F +3,020 shares

    0.09% of the 13F portfolio, value $2,019,188.

    13F-HR/A 0001956824-25-000005 filed by DAYMARK WEALTH PARTNERS, 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/A 39,996 shares
    Change vs previous 13F +842 shares

    0.08% of the 13F portfolio, value $1,838,201.

    13F-HR/A 0001956824-25-000002 filed by DAYMARK WEALTH PARTNERS, 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 39,154 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,876,660.

    13F-HR 0001956824-24-000004 filed by DAYMARK WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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