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Disclosery

Norris Financial Group, LLC: ULST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Norris Financial Group, LLC on ULST, newest first. How the timeline and the estimate are built.

Norris Financial Group, LLC held 123,113 ULST shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,113 shares
    Change vs previous 13F +16,823 shares

    1.98% of the 13F portfolio, value $4,976,844.

    13F-HR 0002129318-26-000029 filed by Norris Financial Group, LLC
    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 106,290 shares
    Change vs previous 13F +26,600 shares

    1.41% of the 13F portfolio, value $4,304,741.

    13F-HR 0002129318-26-000002 filed by Norris Financial Group, LLC
    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 79,690 shares
    Change vs previous 13F -5,713 shares

    1.1% of the 13F portfolio, value $3,227,828.

    13F-HR 0002129318-26-000003 filed by Norris Financial Group, LLC
    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 85,403 shares
    Change vs previous 13F -38,605 shares

    1.27% of the 13F portfolio, value $3,475,048.

    13F-HR 0002129318-26-000004 filed by Norris Financial Group, LLC
    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 124,008 shares
    Change vs previous 13F -1,395 shares

    2.07% of the 13F portfolio, value $5,042,165.

    13F-HR 0002129318-26-000005 filed by Norris Financial Group, LLC
    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 125,403 shares
    Change vs previous 13F +71,294 shares

    2.38% of the 13F portfolio, value $5,097,632.

    13F-HR 0002129318-26-000006 filed by Norris Financial Group, LLC
    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 54,109 shares
    Change vs previous 13F +42,353 shares

    1.03% of the 13F portfolio, value $2,186,545.

    13F-HR 0002129318-26-000007 filed by Norris Financial Group, LLC
    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 11,756 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $479,410.

    13F-HR 0002129318-26-000008 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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