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Disclosery

Rikoon Group, LLC: UDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rikoon Group, LLC on UDR, newest first. How the timeline and the estimate are built.

Rikoon Group, LLC held 28,138 UDR shares at 2021-03-31 per its 13F-HR filed 2021-05-14.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 28,138 shares
    Change vs previous 13F -918 shares

    0.33% of the 13F portfolio, value $1,234,000.

    13F-HR 0001085146-21-001628 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F/A 29,056 shares
    Change vs previous 13F +94 shares

    0.31% of the 13F portfolio, value $1,117,000.

    13F-HR/A 0001085146-21-000890 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 28,962 shares
    Change vs previous 13F -785 shares

    0.29% of the 13F portfolio, value $944,000.

    13F-HR 0001085146-20-002642 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 29,747 shares
    Change vs previous 13F +15 shares

    0.37% of the 13F portfolio, value $1,112,000.

    13F-HR 0001085146-20-002052 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 29,732 shares
    Change vs previous 13F -437 shares

    0.45% of the 13F portfolio, value $1,086,000.

    13F-HR 0001085146-20-001270 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 30,169 shares
    Change vs previous 13F -622 shares

    0.48% of the 13F portfolio, value $1,409,000.

    13F-HR 0001085146-20-000223 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 30,791 shares
    Change vs previous 13F -32 shares

    0.55% of the 13F portfolio, value $1,493,000.

    13F-HR 0001085146-19-002708 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 30,823 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,384,000.

    13F-HR 0001085146-19-002118 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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