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Disclosery

MCMORGAN & CO LLC: YOU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MCMORGAN & CO LLC on YOU, newest first. How the timeline and the estimate are built.

MCMORGAN & CO LLC held 10,845 YOU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,845 shares
    Change vs previous 13F -110 shares

    0.09% of the 13F portfolio, value $604,392.

    13F-HR 0001162695-26-000003 filed by MCMORGAN & CO 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 10,955 shares
    Change vs previous 13F -4,375 shares

    0.09% of the 13F portfolio, value $530,332.

    13F-HR 0001162695-26-000002 filed by MCMORGAN & CO 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 15,330 shares
    Change vs previous 13F -89,200 shares

    0.09% of the 13F portfolio, value $537,776.

    13F-HR 0001162695-26-000001 filed by MCMORGAN & CO 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 104,530 shares
    Change vs previous 13F -22,287 shares

    0.54% of the 13F portfolio, value $3,489,211.

    13F-HR 0001162695-25-000006 filed by MCMORGAN & CO 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 126,817 shares
    Change vs previous 13F +27,547 shares

    0.52% of the 13F portfolio, value $3,520,440.

    13F-HR 0001162695-25-000003 filed by MCMORGAN & CO 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 99,270 shares
    Change vs previous 13F -270 shares

    0.41% of the 13F portfolio, value $2,572,086.

    13F-HR 0001162695-25-000002 filed by MCMORGAN & CO 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 99,540 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,651,746.

    13F-HR 0001162695-25-000001 filed by MCMORGAN & CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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