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Disclosery

F/m Investments LLC: UFIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of F/m Investments LLC on UFIV, newest first. How the timeline and the estimate are built.

F/m Investments LLC held 25,261 UFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,261 shares
    Change vs previous 13F -47,120 shares

    0.06% of the 13F portfolio, value $1,218,869.

    13F-HR 0001834499-26-000006 filed by F/m Investments 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 72,381 shares
    Change vs previous 13F +53,724 shares

    0.23% of the 13F portfolio, value $3,533,590.

    13F-HR 0001834499-26-000004 filed by F/m Investments 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 18,657 shares
    Change vs previous 13F -14,173 shares

    0.03% of the 13F portfolio, value $919,130.

    13F-HR 0001834499-26-000001 filed by F/m Investments 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 32,830 shares
    Change vs previous 13F -13,713 shares

    0.06% of the 13F portfolio, value $1,620,138.

    13F-HR 0001834499-25-000017 filed by F/m Investments 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 46,543 shares
    Change vs previous 13F +38,907 shares

    0.08% of the 13F portfolio, value $2,291,051.

    13F-HR 0001834499-25-000010 filed by F/m Investments 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 7,636 shares
    Change vs previous 13F +451 shares

    0.01% of the 13F portfolio, value $373,186.

    13F-HR 0001834499-25-000007 filed by F/m Investments 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 7,185 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $343,539.

    13F-HR 0001834499-25-000002 filed by F/m Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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