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Disclosery

Great Diamond Partners, LLC: UL position timeline

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

Great Diamond Partners, LLC held 8,256 UL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,256 shares
    Change vs previous 13F -304 shares

    0.08% of the 13F portfolio, value $501,387.

    13F-HR 0001172661-26-004501 filed by Great Diamond Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,560 shares
    Change vs previous 13F -215 shares

    0.09% of the 13F portfolio, value $514,627.

    13F-HR 0001172661-26-002658 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,775 shares
    Change vs previous 13F -179 shares

    0.1% of the 13F portfolio, value $499,912.

    13F-HR 0001172661-26-001739 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,954 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $585,592.

    13F-HR 0001172661-26-000514 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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