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Frank, Rimerman Advisors LLC: UL position timeline

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

Frank, Rimerman Advisors LLC held 18,413 UL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,413 shares
    Change vs previous 13F +12,976 shares

    0.06% of the 13F portfolio, value $1,106,990.

    13F-HR 0001172661-26-002823 filed by Frank, Rimerman 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 5,437 shares
    Change vs previous 13F -6,989 shares

    0.02% of the 13F portfolio, value $309,746.

    13F-HR 0001172661-26-001573 filed by Frank, Rimerman 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 12,426 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $812,660.

    13F-HR 0001172661-26-000203 filed by Frank, Rimerman Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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