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Larry Mathis Financial Planning, LLC: UL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Larry Mathis Financial Planning, LLC on UL, newest first. How the timeline and the estimate are built.

Larry Mathis Financial Planning, LLC held 0 UL shares at 2026-06-30 per its 13F-HR/A filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 0 shares
    Change vs previous 13F -6,644 shares

    13F-HR/A 0001754960-26-000632 filed by Larry Mathis Financial Planning, 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 6,644 shares
    Change vs previous 13F -45 shares

    0.34% of the 13F portfolio, value $378,509.

    13F-HR 0001754960-26-000292 filed by Larry Mathis Financial Planning, 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 6,689 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $437,461.

    13F-HR 0001754960-26-000194 filed by Larry Mathis Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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