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Disclosery

M Wealth Management, LLC: UYLD position timeline

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

M Wealth Management, LLC held 30,401 UYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,401 shares
    Change vs previous 13F -16,250 shares

    1.22% of the 13F portfolio, value $1,550,604.

    13F-HR 0001172661-26-002811 filed by M Wealth 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 46,651 shares
    Change vs previous 13F -1,499 shares

    2% of the 13F portfolio, value $2,380,834.

    13F-HR 0001172661-26-002210 filed by M Wealth 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 48,150 shares
    Change vs previous 13F -550 shares

    2.14% of the 13F portfolio, value $2,462,623.

    13F-HR 0001172661-26-000383 filed by M Wealth 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 48,700 shares
    Change vs previous 13F -4,700 shares

    2.19% of the 13F portfolio, value $2,490,762.

    13F-HR 0001172661-25-004346 filed by M Wealth 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 53,400 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $2,727,138.

    13F-HR 0001172661-25-003023 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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