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Elk River Wealth Management LLC: UBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elk River Wealth Management LLC on UBND, newest first. How the timeline and the estimate are built.

Elk River Wealth Management LLC held 329,014 UBND 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 329,014 shares
    Change vs previous 13F -32,124 shares

    1.14% of the 13F portfolio, value $7,147,830.

    13F-HR 0001951757-26-001253 filed by Elk River Wealth Management 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 361,138 shares
    Change vs previous 13F -25,758 shares

    1.31% of the 13F portfolio, value $7,865,586.

    13F-HR 0001951757-26-000635 filed by Elk River Wealth Management 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 386,896 shares
    Change vs previous 13F +34,895 shares

    1.34% of the 13F portfolio, value $8,321,786.

    13F-HR 0001951757-26-000383 filed by Elk River Wealth Management 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 352,001 shares
    Change vs previous 13F +26,682 shares

    1.24% of the 13F portfolio, value $7,761,622.

    13F-HR 0001951757-25-001188 filed by Elk River Wealth Management 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 325,319 shares
    Change vs previous 13F -6,160 shares

    1.22% of the 13F portfolio, value $7,108,220.

    13F-HR 0001951757-25-000614 filed by Elk River Wealth Management 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 331,479 shares
    Change vs previous 13F +8,677 shares

    1.35% of the 13F portfolio, value $7,226,242.

    13F-HR 0001951757-25-000297 filed by Elk River Wealth Management 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 322,802 shares
    Change vs previous 13F +19,533 shares

    1.25% of the 13F portfolio, value $6,898,279.

    13F-HR 0001951757-25-000164 filed by Elk River Wealth Management 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 303,269 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $6,746,886.

    13F-HR 0001951757-24-001013 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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