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Lineweaver Wealth Advisors, LLC: UL position timeline

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

Lineweaver Wealth Advisors, LLC held 38,057 UL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 38,057 shares
    Change vs previous 13F +1,831 shares

    0.27% of the 13F portfolio, value $2,311,211.

    13F-HR 0001797873-26-000006 filed by Lineweaver Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 36,226 shares
    Change vs previous 13F +5,682 shares

    0.26% of the 13F portfolio, value $2,177,907.

    13F-HR 0001797873-26-000005 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 30,544 shares
    Change vs previous 13F +2,377 shares

    0.23% of the 13F portfolio, value $1,740,092.

    13F-HR 0001797873-26-000002 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,167 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,842,122.

    13F-HR 0001797873-26-000001 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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