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Disclosery

Monument Capital Management: UI position timeline

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

Monument Capital Management held 706 UI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 706 shares
    Change vs previous 13F -76 shares

    0.08% of the 13F portfolio, value $400,676.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 782 shares
    Change vs previous 13F -6,640 shares

    0.08% of the 13F portfolio, value $417,611.

    13F-HR 0001729428-26-000005 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,422 shares
    Change vs previous 13F -467 shares

    1.47% of the 13F portfolio, value $5,865,202.

    13F-HR 0001729428-26-000003 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,889 shares
    Change vs previous 13F -213 shares

    1.09% of the 13F portfolio, value $4,365,607.

    13F-HR 0001729428-26-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,102 shares
    Change vs previous 13F -285 shares

    1.34% of the 13F portfolio, value $5,352,143.

    13F-HR 0001729428-25-000010 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,387 shares
    Change vs previous 13F +7,150 shares

    0.9% of the 13F portfolio, value $3,452,509.

    13F-HR 0001729428-25-000008 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,237 shares
    Change vs previous 13F +172 shares

    0.12% of the 13F portfolio, value $383,643.

    13F-HR 0001729428-25-000002 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,065 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $353,505.

    13F-HR 0001729428-25-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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