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James J. Burns & Company, LLC: UITB position timeline

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

James J. Burns & Company, LLC held 74,964 UITB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,964 shares
    Change vs previous 13F +1,474 shares

    0.38% of the 13F portfolio, value $3,511,211.

    13F-HR 0002063364-26-000255 filed by James J. Burns & Company, 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 73,490 shares
    Change vs previous 13F +1,716 shares

    0.47% of the 13F portfolio, value $3,455,283.

    13F-HR 0002063364-26-000103 filed by James J. Burns & Company, 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 71,774 shares
    Change vs previous 13F +1,700 shares

    0.47% of the 13F portfolio, value $3,398,832.

    13F-HR 0002063364-26-000022 filed by James J. Burns & Company, 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 70,074 shares
    Change vs previous 13F +123 shares

    0.5% of the 13F portfolio, value $3,329,919.

    13F-HR 0002063364-25-000238 filed by James J. Burns & Company, 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 69,951 shares
    Change vs previous 13F -568 shares

    0.54% of the 13F portfolio, value $3,292,551.

    13F-HR 0002063364-25-000137 filed by James J. Burns & Company, 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 70,519 shares
    Change vs previous 13F -1,811 shares

    0.59% of the 13F portfolio, value $3,310,149.

    13F-HR 0002063364-25-000009 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 72,330 shares
    Change vs previous 13F +2,270 shares

    0.58% of the 13F portfolio, value $3,324,000.

    13F-HR 0001949059-25-000003 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 70,060 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,358,000.

    13F-HR 0001949059-24-000011 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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