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Mount Lucas Management LP: EPOL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mount Lucas Management LP on EPOL, newest first. How the timeline and the estimate are built.

Mount Lucas Management LP held 26,436 EPOL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,436 shares
    Change vs previous 13F -1,257 shares

    0.36% of the 13F portfolio, value $1,020,694.

    13F-HR 0001140361-26-031910 filed by Mount Lucas Management LP
    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 27,693 shares
    Change vs previous 13F -1,185 shares

    0.37% of the 13F portfolio, value $1,008,302.

    13F-HR 0001140361-26-019022 filed by Mount Lucas Management LP
    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 28,878 shares
    Change vs previous 13F -138 shares

    0.45% of the 13F portfolio, value $1,016,217.

    13F-HR 0001140361-26-003806 filed by Mount Lucas Management LP
    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 29,016 shares
    Change vs previous 13F +25 shares

    0.42% of the 13F portfolio, value $934,315.

    13F-HR 0001140361-25-041412 filed by Mount Lucas Management LP
    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 28,991 shares
    Change vs previous 13F -5,829 shares

    0.45% of the 13F portfolio, value $935,250.

    13F-HR 0001140361-25-030098 filed by Mount Lucas Management LP
    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 34,820 shares
    Change vs previous 13F +34,820 shares

    0.46% of the 13F portfolio, value $975,308.

    13F-HR 0001140361-25-017463 filed by Mount Lucas Management LP
    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 0 shares
    Change vs previous 13F -34,769 shares

    13F-HR 0001140361-25-003529 filed by Mount Lucas Management LP
    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.

  8. period ended2024-09-30
    13F 34,769 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $842,801.

    13F-HR 0001140361-24-045415 filed by Mount Lucas Management LP
    Filed (acceptance time not in the bulk data set), ingested

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