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Disclosery

&PARTNERS: UITB position timeline

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

&PARTNERS held 95,770 UITB 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 95,770 shares
    Change vs previous 13F +5,433 shares

    0.02% of the 13F portfolio, value $4,485,675.

    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 90,337 shares
    Change vs previous 13F +5,879 shares

    0.02% of the 13F portfolio, value $4,247,374.

    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 84,458 shares
    Change vs previous 13F +27,588 shares

    0.02% of the 13F portfolio, value $4,005,213.

    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 56,870 shares
    Change vs previous 13F +17,872 shares

    0.02% of the 13F portfolio, value $2,700,467.

    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 38,998 shares
    Change vs previous 13F +34,110 shares

    0.01% of the 13F portfolio, value $1,835,636.

    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 4,888 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $228,905.

    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).