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Matthew Goff Investment Advisor, LLC: UL position timeline

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

Matthew Goff Investment Advisor, LLC held 161,829 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 161,829 shares
    Change vs previous 13F +161,829 shares

    1.46% of the 13F portfolio, value $9,827,891.

    13F-HR 0001754960-26-000851 filed by Matthew Goff Investment Advisor, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -165,660 shares

    13F-HR 0001754960-26-000412 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2026-03-31
    13F 165,660 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $9,437,644.

    13F-HR 0001754960-26-000273 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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