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Disclosery

Francis Financial, Inc.: NULG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Francis Financial, Inc. on NULG, newest first. How the timeline and the estimate are built.

Francis Financial, Inc. held 66,909 NULG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,909 shares
    Change vs previous 13F -693 shares

    1.29% of the 13F portfolio, value $7,832,368.

    13F-HR 0001727514-26-000003 filed by Francis Financial, Inc.
    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 67,602 shares
    Change vs previous 13F -637 shares

    1.14% of the 13F portfolio, value $6,147,726.

    13F-HR 0001727514-26-000002 filed by Francis Financial, Inc.
    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 68,239 shares
    Change vs previous 13F -538 shares

    1.31% of the 13F portfolio, value $6,673,775.

    13F-HR 0001727514-26-000001 filed by Francis Financial, Inc.
    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 68,777 shares
    Change vs previous 13F +265 shares

    1.22% of the 13F portfolio, value $6,839,873.

    13F-HR 0001727514-25-000003 filed by Francis Financial, Inc.
    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 68,512 shares
    Change vs previous 13F -2,008 shares

    1.49% of the 13F portfolio, value $6,436,703.

    13F-HR 0001085146-25-004708 filed by Francis Financial, Inc.
    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 70,520 shares
    Change vs previous 13F -4,642 shares

    1.34% of the 13F portfolio, value $5,520,299.

    13F-HR 0001085146-25-002986 filed by Francis Financial, Inc.
    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 75,162 shares
    Change vs previous 13F +1,074 shares

    1.64% of the 13F portfolio, value $6,451,907.

    13F-HR 0001085146-25-001582 filed by Francis Financial, Inc.
    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 74,088 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $6,121,892.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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