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Disclosery

IAM Advisory, LLC: UGL position timeline

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

IAM Advisory, LLC held 0 UGL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -7,309 shares

    13F-HR 0001951757-26-001001 filed by IAM Advisory, LLC
    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 ended2026-03-31
    13F 7,309 shares
    Change vs previous 13F -149 shares

    0.1% of the 13F portfolio, value $449,211.

    13F-HR 0001951757-26-000576 filed by IAM Advisory, 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 7,458 shares
    Change vs previous 13F +149 shares

    0.09% of the 13F portfolio, value $414,040.

    13F-HR 0001951757-26-000017 filed by IAM Advisory, 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 7,309 shares
    Change vs previous 13F -679 shares

    0.08% of the 13F portfolio, value $336,653.

    13F-HR 0001951757-25-001179 filed by IAM Advisory, 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 7,988 shares
    Change vs previous 13F +5,991 shares

    0.07% of the 13F portfolio, value $276,864.

    13F-HR 0001951757-25-000585 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,997 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $257,054.

    13F-HR 0001951757-25-000329 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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