Skip to content
Disclosery

National Philanthropic Trust: URTH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of National Philanthropic Trust on URTH, newest first. How the timeline and the estimate are built.

National Philanthropic Trust held 403,374 URTH 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 403,374 shares
    Change vs previous 13F +37,111 shares

    1.18% of the 13F portfolio, value $81,739,707.

    13F-HR 0001193805-26-001094 filed by National Philanthropic Trust
    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 366,263 shares
    Change vs previous 13F +21,816 shares

    0.7% of the 13F portfolio, value $65,934,665.

    13F-HR 0001193805-26-000629 filed by National Philanthropic Trust
    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 344,447 shares
    Change vs previous 13F +12,732 shares

    0.63% of the 13F portfolio, value $63,987,919.

    13F-HR 0001193805-26-000630 filed by National Philanthropic Trust
    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 331,715 shares
    Change vs previous 13F +17,522 shares

    0.67% of the 13F portfolio, value $60,226,175.

    13F-HR 0001193805-26-000631 filed by National Philanthropic Trust
    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 314,193 shares
    Change vs previous 13F +878 shares

    0.71% of the 13F portfolio, value $53,218,010.

    13F-HR 0001193805-26-000632 filed by National Philanthropic Trust
    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 313,315 shares
    Change vs previous 13F +11,770 shares

    0.78% of the 13F portfolio, value $47,993,592.

    13F-HR 0001193805-26-000634 filed by National Philanthropic Trust
    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 301,545 shares
    Change vs previous 13F +73,177 shares

    0.68% of the 13F portfolio, value $46,890,248.

    13F-HR 0001193805-26-000635 filed by National Philanthropic Trust
    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 228,368 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $35,833,223.

    13F-HR 0001193805-26-000637 filed by National Philanthropic Trust
    Filed (acceptance time not in the bulk data set), ingested

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