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Disclosery

Old Port Advisors: UL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Old Port Advisors on UL, newest first. How the timeline and the estimate are built.

Old Port Advisors held 54,734 UL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,734 shares
    Change vs previous 13F +3,343 shares

    0.65% of the 13F portfolio, value $3,290,579.

    13F-HR 0001744348-26-000003 filed by Old Port Advisors
    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 51,391 shares
    Change vs previous 13F +1,518 shares

    0.68% of the 13F portfolio, value $2,927,745.

    13F-HR 0001744348-26-000002 filed by Old Port Advisors
    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 49,873 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,261,694.

    13F-HR 0001744348-26-000001 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

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