Householder Group Estate & Retirement Specialist, LLC: UAN position timeline

Householder Group Estate & Retirement Specialist, LLC held 785 UAN shares at 2024-12-31 per its 13F-HR filed 2025-01-15.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 785 shares

   Change vs previous 13F -328 shares

   0.04% of the 13F portfolio, value $59,000.

   13F-HR 0001881590-25-000001 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 1,113 shares

   Change vs previous 13F -191 shares

   0.02% of the 13F portfolio, value $74,000.

   13F-HR 0001881590-24-000005 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 1,304 shares

   Change vs previous 13F -2,733 shares

   0.03% of the 13F portfolio, value $98,000.

   13F-HR 0001881590-24-000003 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 4,037 shares

   Change vs previous 13F -737 shares

   0.09% of the 13F portfolio, value $317,330.

   13F-HR 0001881590-24-000002 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 4,774 shares

   Change vs previous 13F -686 shares

   0.1% of the 13F portfolio, value $312,000.

   13F-HR 0001881590-24-000001 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 5,460 shares

   Change vs previous 13F +1,270 shares

   0.16% of the 13F portfolio, value $451,073.

   13F-HR 0001881590-23-000005 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-03-31

   13F 4,190 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $374,000.

   13F-HR 0001881590-23-000002 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2023-04-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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