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ORBA Wealth Advisors, L.L.C.: ULST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ORBA Wealth Advisors, L.L.C. on ULST, newest first. How the timeline and the estimate are built.

ORBA Wealth Advisors, L.L.C. held 158,037 ULST shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,037 shares
    Change vs previous 13F +35,169 shares

    5.46% of the 13F portfolio, value $6,388,629.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 122,868 shares
    Change vs previous 13F -59,437 shares

    5.93% of the 13F portfolio, value $4,976,178.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    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 182,305 shares
    Change vs previous 13F +37,613 shares

    6.41% of the 13F portfolio, value $7,384,283.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 144,692 shares
    Change vs previous 13F +26,427 shares

    4.85% of the 13F portfolio, value $5,887,511.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 118,265 shares
    Change vs previous 13F -88,835 shares

    4.38% of the 13F portfolio, value $4,808,677.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    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 207,100 shares
    Change vs previous 13F +6,036 shares

    4.25% of the 13F portfolio, value $8,418,653.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    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 201,064 shares
    Change vs previous 13F -31,194 shares

    4.25% of the 13F portfolio, value $8,125,028.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    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 232,258 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $9,471,493.

    13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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