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Hoxton Planning & Management, LLC: UBSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hoxton Planning & Management, LLC on UBSI, newest first. How the timeline and the estimate are built.

Hoxton Planning & Management, LLC held 5,198 UBSI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,198 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $238,224.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & 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 5,198 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $215,301.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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