Lester Murray Antman dba SimplyRich: UL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lester Murray Antman dba SimplyRich on UL, newest first. How the timeline and the estimate are built.

Lester Murray Antman dba SimplyRich held 30,646 UL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 30,646 shares
Change vs previous 13F +2,574 shares
0.43% of the 13F portfolio, value $1,842,000.
13F-HR 0001725888-26-000003 filed by Lester Murray Antman dba SimplyRich
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 28,072 shares
Change vs previous 13F not available
0.41% of the 13F portfolio, value $1,599,000.
13F-HR 0001725888-26-000002 filed by Lester Murray Antman dba SimplyRich
Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).