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Disclosery

Grassi Investment Management: TU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grassi Investment Management on TU, newest first. How the timeline and the estimate are built.

Grassi Investment Management held 0 TU shares at 2024-12-31 per its 13F-HR/A filed 2025-01-21.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F/A 0 shares
    Change vs previous 13F -14,050 shares

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 14,050 shares
    Change vs previous 13F -4,900 shares

    0.02% of the 13F portfolio, value $236,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 18,950 shares
    Change vs previous 13F -25,200 shares

    0.03% of the 13F portfolio, value $287,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 44,150 shares
    Change vs previous 13F -3,350 shares

    0.06% of the 13F portfolio, value $707,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 47,500 shares
    Change vs previous 13F -300 shares

    0.09% of the 13F portfolio, value $845,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 47,800 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $781,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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