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Ellsworth Advisors, LLC: UFCS position timeline

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

Ellsworth Advisors, LLC held 25,734 UFCS 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 25,734 shares
    Change vs previous 13F -122 shares

    0.21% of the 13F portfolio, value $1,260,693.

    13F-HR 0001843553-26-000004 filed by Ellsworth Advisors, 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 25,856 shares
    Change vs previous 13F +273 shares

    0.18% of the 13F portfolio, value $958,222.

    13F-HR 0001843553-26-000003 filed by Ellsworth Advisors, 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 25,583 shares
    Change vs previous 13F +626 shares

    0.18% of the 13F portfolio, value $914,583.

    13F-HR 0001843553-26-000001 filed by Ellsworth Advisors, 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 24,957 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $777,173.

    13F-HR 0001843553-25-000008 filed by Ellsworth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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