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KLINGENSTEIN FIELDS & CO LP: UITB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KLINGENSTEIN FIELDS & CO LP on UITB, newest first. How the timeline and the estimate are built.

KLINGENSTEIN FIELDS & CO LP held 355,284 UITB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 355,284 shares
    Change vs previous 13F +41,292 shares

    0.58% of the 13F portfolio, value $16,640,792.

    13F-HR 0001398344-26-013512 filed by KLINGENSTEIN FIELDS & CO LP
    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 313,992 shares
    Change vs previous 13F +36,313 shares

    0.58% of the 13F portfolio, value $14,762,962.

    13F-HR 0001398344-26-009033 filed by KLINGENSTEIN FIELDS & CO LP
    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 277,679 shares
    Change vs previous 13F -2,311 shares

    0.49% of the 13F portfolio, value $13,149,406.

    13F-HR 0001398344-26-002952 filed by KLINGENSTEIN FIELDS & CO LP
    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 279,990 shares
    Change vs previous 13F +241,263 shares

    0.5% of the 13F portfolio, value $13,305,125.

    13F-HR 0001398344-25-020923 filed by KLINGENSTEIN FIELDS & CO LP
    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 38,727 shares
    Change vs previous 13F +401 shares

    0.07% of the 13F portfolio, value $1,822,873.

    13F-HR 0000859872-25-000003 filed by KLINGENSTEIN FIELDS & CO LP
    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 38,326 shares
    Change vs previous 13F +26,781 shares

    0.08% of the 13F portfolio, value $1,799,026.

    13F-HR 0000859872-25-000002 filed by KLINGENSTEIN FIELDS & CO LP
    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 11,545 shares
    Change vs previous 13F +366 shares

    0.02% of the 13F portfolio, value $530,608.

    13F-HR 0000859872-25-000001 filed by KLINGENSTEIN FIELDS & CO LP
    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 11,179 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $535,809.

    13F-HR 0000859872-24-000005 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

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