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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC: UDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRAHAM CAPITAL WEALTH MANAGEMENT, LLC on UDR, newest first. How the timeline and the estimate are built.

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC held 29,718 UDR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,718 shares
    Change vs previous 13F -2,866 shares

    0.92% of the 13F portfolio, value $1,186,340.

    13F-HR 0001951757-26-001154 filed by GRAHAM CAPITAL WEALTH MANAGEMENT, 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 32,584 shares
    Change vs previous 13F -30,025 shares

    0.98% of the 13F portfolio, value $1,100,695.

    13F-HR 0001951757-26-000825 filed by GRAHAM CAPITAL WEALTH MANAGEMENT, 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 62,609 shares
    Change vs previous 13F -2,373 shares

    2.11% of the 13F portfolio, value $2,296,493.

    13F-HR 0001951757-26-000250 filed by GRAHAM CAPITAL WEALTH MANAGEMENT, 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 64,982 shares
    Change vs previous 13F -295 shares

    2.47% of the 13F portfolio, value $2,421,223.

    13F-HR 0001951757-25-001348 filed by GRAHAM CAPITAL WEALTH MANAGEMENT, 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 65,277 shares
    Change vs previous 13F +1,570 shares

    2.96% of the 13F portfolio, value $2,665,241.

    13F-HR 0001951757-25-001059 filed by GRAHAM CAPITAL WEALTH MANAGEMENT, 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 63,707 shares
    Change vs previous 13F +466 shares

    3.08% of the 13F portfolio, value $2,877,666.

    13F-HR 0001951757-25-000524 filed by GRAHAM CAPITAL WEALTH MANAGEMENT, 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 63,241 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $2,745,292.

    13F-HR 0001951757-25-000124 filed by GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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