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Disclosery

Mendel Money Management: ULS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mendel Money Management on ULS, newest first. How the timeline and the estimate are built.

Mendel Money Management held 26,842 ULS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,842 shares
    Change vs previous 13F -3,214 shares

    1% of the 13F portfolio, value $2,733,142.

    13F-HR 0001600585-26-000005 filed by Mendel Money Management
    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 30,056 shares
    Change vs previous 13F -6,661 shares

    1.08% of the 13F portfolio, value $2,576,100.

    13F-HR 0001600585-26-000003 filed by Mendel Money Management
    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 36,717 shares
    Change vs previous 13F -4,690 shares

    1.21% of the 13F portfolio, value $2,895,503.

    13F-HR 0001600585-26-000002 filed by Mendel Money Management
    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 41,407 shares
    Change vs previous 13F -640 shares

    1.23% of the 13F portfolio, value $2,934,100.

    13F-HR 0001600585-25-000005 filed by Mendel Money Management
    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 42,047 shares
    Change vs previous 13F -4,390 shares

    1.36% of the 13F portfolio, value $3,063,544.

    13F-HR 0001085146-25-004446 filed by Mendel Money Management
    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 46,437 shares
    Change vs previous 13F -1,725 shares

    1.24% of the 13F portfolio, value $2,619,047.

    13F-HR 0001085146-25-002647 filed by Mendel Money Management
    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 48,162 shares
    Change vs previous 13F +3,047 shares

    1.07% of the 13F portfolio, value $2,402,321.

    13F-HR 0001085146-25-001016 filed by Mendel Money Management
    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 45,115 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,224,170.

    13F-HR 0001085146-24-005406 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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