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Disclosery

RD Lewis Holdings, Inc.: UL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RD Lewis Holdings, Inc. on UL, newest first. How the timeline and the estimate are built.

RD Lewis Holdings, Inc. held 6,512 UL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,512 shares
    Change vs previous 13F +1,030 shares

    0.3% of the 13F portfolio, value $405,861.

    13F-HR 0001951757-26-001255 filed by RD Lewis Holdings, Inc.
    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 5,482 shares
    Change vs previous 13F +81 shares

    0.28% of the 13F portfolio, value $320,478.

    13F-HR 0001951757-26-000591 filed by RD Lewis Holdings, Inc.
    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 5,401 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $373,479.

    13F-HR 0001951757-26-000389 filed by RD Lewis Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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