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Goldstein Advisors, LLC: UBND position timeline

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

Goldstein Advisors, LLC held 1,824,886 UBND shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,824,886 shares
    Change vs previous 13F +131,835 shares

    3.62% of the 13F portfolio, value $39,645,648.

    13F-HR 0001172661-26-002693 filed by Goldstein 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 1,693,051 shares
    Change vs previous 13F +279,496 shares

    4.1% of the 13F portfolio, value $36,874,651.

    13F-HR 0001172661-26-001553 filed by Goldstein 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 1,413,555 shares
    Change vs previous 13F -89,707 shares

    3.54% of the 13F portfolio, value $31,098,210.

    13F-HR 0001172661-26-000596 filed by Goldstein 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 1,503,262 shares
    Change vs previous 13F +67,346 shares

    4.03% of the 13F portfolio, value $33,146,927.

    13F-HR 0001172661-25-004337 filed by Goldstein Advisors, 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 1,435,916 shares
    Change vs previous 13F -16,830 shares

    4.21% of the 13F portfolio, value $31,374,765.

    13F-HR 0001172661-25-002781 filed by Goldstein Advisors, 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 1,452,746 shares
    Change vs previous 13F +124,465 shares

    4.63% of the 13F portfolio, value $31,669,863.

    13F-HR 0001172661-25-001539 filed by Goldstein Advisors, 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 1,328,281 shares
    Change vs previous 13F -440,212 shares

    4.12% of the 13F portfolio, value $28,385,365.

    13F-HR 0001172661-25-000256 filed by Goldstein Advisors, LLC
    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 1,768,493 shares
    Change vs previous 13F not available

    5.98% of the 13F portfolio, value $39,344,017.

    13F-HR 0001172661-24-004345 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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