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Disclosery

Lipe & Dalton: YUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lipe & Dalton on YUM, newest first. How the timeline and the estimate are built.

Lipe & Dalton held 25,832 YUM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,832 shares
    Change vs previous 13F -375 shares

    1.92% of the 13F portfolio, value $4,130,000.

    13F-HR 0001570396-26-000006 filed by Lipe & Dalton
    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 26,207 shares
    Change vs previous 13F -1,400 shares

    2.13% of the 13F portfolio, value $4,075,000.

    13F-HR 0001570396-26-000005 filed by Lipe & Dalton
    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 27,607 shares
    Change vs previous 13F -365 shares

    2.06% of the 13F portfolio, value $4,176,000.

    13F-HR 0001570396-26-000003 filed by Lipe & Dalton
    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 27,972 shares
    Change vs previous 13F -30 shares

    2.11% of the 13F portfolio, value $4,252,000.

    13F-HR 0001570396-26-000004 filed by Lipe & Dalton
    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 28,002 shares
    Change vs previous 13F -1,330 shares

    2.24% of the 13F portfolio, value $4,149,000.

    13F-HR 0001570396-25-000003 filed by Lipe & Dalton
    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 29,332 shares
    Change vs previous 13F +120 shares

    2.58% of the 13F portfolio, value $4,616,000.

    13F-HR 0001570396-25-000002 filed by Lipe & Dalton
    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 29,212 shares
    Change vs previous 13F -290 shares

    2.08% of the 13F portfolio, value $3,919,000.

    13F-HR 0001570396-25-000001 filed by Lipe & Dalton
    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 29,502 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $4,122,000.

    13F-HR 0001570396-24-000004 filed by Lipe & Dalton
    Filed (acceptance time not in the bulk data set), ingested

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