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Disclosery

Lewis Asset Management, LLC: UYLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lewis Asset Management, LLC on UYLD, newest first. How the timeline and the estimate are built.

Lewis Asset Management, LLC held 61,885 UYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,885 shares
    Change vs previous 13F +1,316 shares

    1.11% of the 13F portfolio, value $3,156,446.

    13F-HR 0002004520-26-000003 filed by Lewis Asset Management, 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 60,569 shares
    Change vs previous 13F +2,914 shares

    1.26% of the 13F portfolio, value $3,091,141.

    13F-HR 0002004520-26-000002 filed by Lewis Asset Management, 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 57,655 shares
    Change vs previous 13F +6,497 shares

    1.2% of the 13F portfolio, value $2,948,731.

    13F-HR 0002004520-26-000001 filed by Lewis Asset Management, 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 51,158 shares
    Change vs previous 13F +1,162 shares

    1.08% of the 13F portfolio, value $2,616,454.

    13F-HR 0002004520-25-000009 filed by Lewis Asset Management, 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 49,996 shares
    Change vs previous 13F +4,845 shares

    1.2% of the 13F portfolio, value $2,553,317.

    13F-HR 0002004520-25-000007 filed by Lewis Asset Management, 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 45,151 shares
    Change vs previous 13F +1,571 shares

    1.91% of the 13F portfolio, value $2,306,748.

    13F-HR 0002004520-25-000006 filed by Lewis Asset Management, 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 43,580 shares
    Change vs previous 13F -971 shares

    1.7% of the 13F portfolio, value $2,225,420.

    13F-HR 0002004520-25-000002 filed by Lewis Asset Management, 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 44,551 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $2,279,699.

    13F-HR 0002004520-24-000006 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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