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Disclosery

&PARTNERS: UFCS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of &PARTNERS on UFCS, newest first. How the timeline and the estimate are built.

&PARTNERS held 10,489 UFCS 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 10,489 shares
    Change vs previous 13F -540 shares

    <0.01% of the 13F portfolio, value $550,065.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 11,029 shares
    Change vs previous 13F -1,204 shares

    <0.01% of the 13F portfolio, value $399,946.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 12,233 shares
    Change vs previous 13F +873 shares

    <0.01% of the 13F portfolio, value $444,680.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 11,360 shares
    Change vs previous 13F +529 shares

    <0.01% of the 13F portfolio, value $345,442.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 10,831 shares
    Change vs previous 13F +1,484 shares

    <0.01% of the 13F portfolio, value $304,182.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 9,347 shares
    Change vs previous 13F +422 shares

    <0.01% of the 13F portfolio, value $277,237.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 8,925 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $251,057.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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