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FISCHER INVESTMENT STRATEGIES, LLC: URTH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FISCHER INVESTMENT STRATEGIES, LLC on URTH, newest first. How the timeline and the estimate are built.

FISCHER INVESTMENT STRATEGIES, LLC held 11,702 URTH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,702 shares
    Change vs previous 13F -6,298 shares

    1.13% of the 13F portfolio, value $2,371,272.

    13F-HR 0001172661-26-002793 filed by FISCHER INVESTMENT STRATEGIES, 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 18,000 shares
    Change vs previous 13F -6,006 shares

    1.89% of the 13F portfolio, value $3,240,444.

    13F-HR 0001172661-26-002450 filed by FISCHER INVESTMENT STRATEGIES, 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 24,006 shares
    Change vs previous 13F -3,927 shares

    2.6% of the 13F portfolio, value $4,459,652.

    13F-HR 0001172661-26-000372 filed by FISCHER INVESTMENT STRATEGIES, 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 27,933 shares
    Change vs previous 13F -25,010 shares

    3.04% of the 13F portfolio, value $5,071,431.

    13F-HR 0001172661-25-004452 filed by FISCHER INVESTMENT STRATEGIES, 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 52,943 shares
    Change vs previous 13F +6,230 shares

    6.02% of the 13F portfolio, value $8,967,495.

    13F-HR 0001172661-25-002719 filed by FISCHER INVESTMENT STRATEGIES, 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 46,713 shares
    Change vs previous 13F not available

    5.27% of the 13F portfolio, value $7,155,497.

    13F-HR 0001172661-25-002071 filed by FISCHER INVESTMENT STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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