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Richard P Slaughter Associates Inc: UYLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard P Slaughter Associates Inc on UYLD, newest first. How the timeline and the estimate are built.

Richard P Slaughter Associates Inc held 270,951 UYLD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 270,951 shares
    Change vs previous 13F -137,064 shares

    2.75% of the 13F portfolio, value $13,745,536.

    13F-HR 0001811783-26-000006 filed by Richard P Slaughter Associates Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 408,015 shares
    Change vs previous 13F -264,956 shares

    4.13% of the 13F portfolio, value $20,810,807.

    13F-HR 0001811783-26-000004 filed by Richard P Slaughter Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 672,971 shares
    Change vs previous 13F +5,127 shares

    7.43% of the 13F portfolio, value $34,345,077.

    13F-HR 0001811783-26-000003 filed by Richard P Slaughter Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 667,844 shares
    Change vs previous 13F +17,887 shares

    7.16% of the 13F portfolio, value $34,156,748.

    13F-HR 0001811783-26-000001 filed by Richard P Slaughter Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 649,957 shares
    Change vs previous 13F -46,044 shares

    7.16% of the 13F portfolio, value $33,242,053.

    13F-HR 0001811783-25-000008 filed by Richard P Slaughter Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 696,001 shares
    Change vs previous 13F +1,570 shares

    7.25% of the 13F portfolio, value $35,544,771.

    13F-HR 0001811783-25-000006 filed by Richard P Slaughter Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 694,431 shares
    Change vs previous 13F -54,044 shares

    8.29% of the 13F portfolio, value $35,478,480.

    13F-HR 0001811783-25-000003 filed by Richard P Slaughter Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 748,475 shares
    Change vs previous 13F not available

    8.56% of the 13F portfolio, value $38,220,878.

    13F-HR 0001811783-25-000001 filed by Richard P Slaughter Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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