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Disclosery

HORAN Wealth, LLC: UITB position timeline

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

HORAN Wealth, LLC held 417,413 UITB shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 417,413 shares
    Change vs previous 13F +6,311 shares

    2.44% of the 13F portfolio, value $19,550,764.

    13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, 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 411,102 shares
    Change vs previous 13F -4,192 shares

    1.84% of the 13F portfolio, value $19,336,766.

    13F-HR 0002072569-26-000003 filed by HORAN Wealth, 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 415,294 shares
    Change vs previous 13F +43,348 shares

    3.02% of the 13F portfolio, value $19,666,094.

    13F-HR 0002072569-26-000001 filed by HORAN Wealth, 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 371,946 shares
    Change vs previous 13F +23,929 shares

    2.79% of the 13F portfolio, value $17,674,866.

    13F-HR 0002072569-25-000001 filed by HORAN Wealth, 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 348,017 shares
    Change vs previous 13F not available

    5.01% of the 13F portfolio, value $16,381,170.

    13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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