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Disclosery

J. Team Financial, Inc.: UYLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J. Team Financial, Inc. on UYLD, newest first. How the timeline and the estimate are built.

J. Team Financial, Inc. held 102,729 UYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,729 shares
    Change vs previous 13F +7,128 shares

    5.09% of the 13F portfolio, value $5,239,723.

    13F-HR 0002107629-26-000004 filed by J. Team Financial, Inc.
    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 95,601 shares
    Change vs previous 13F +6,753 shares

    5.47% of the 13F portfolio, value $4,878,995.

    13F-HR 0002107629-26-000003 filed by J. Team Financial, Inc.
    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 88,848 shares
    Change vs previous 13F +16,804 shares

    4.54% of the 13F portfolio, value $4,544,102.

    13F-HR 0002107629-26-000001 filed by J. Team Financial, Inc.
    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 72,044 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $3,684,692.

    13F-HR 0002107629-26-000002 filed by J. Team Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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