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Disclosery

Mount Lucas Management LP: EPU position timeline

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

Mount Lucas Management LP held 12,581 EPU 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 12,581 shares
    Change vs previous 13F +1,329 shares

    0.37% of the 13F portfolio, value $1,050,514.

    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 11,252 shares
    Change vs previous 13F -3,631 shares

    0.34% of the 13F portfolio, value $908,149.

    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 14,883 shares
    Change vs previous 13F -2,213 shares

    0.48% of the 13F portfolio, value $1,076,785.

    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 17,096 shares
    Change vs previous 13F -1,805 shares

    0.47% of the 13F portfolio, value $1,051,404.

    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 18,901 shares
    Change vs previous 13F -2,599 shares

    0.44% of the 13F portfolio, value $918,400.

    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 21,500 shares
    Change vs previous 13F +61 shares

    0.44% of the 13F portfolio, value $943,635.

    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 21,439 shares
    Change vs previous 13F +440 shares

    0.3% of the 13F portfolio, value $849,242.

    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).

  8. period ended2024-09-30
    13F 20,999 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $906,737.

    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).