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Riverwater Partners LLC: UYLD position timeline

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

Riverwater Partners LLC held 8,699 UYLD 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 8,699 shares
    Change vs previous 13F -545 shares

    0.13% of the 13F portfolio, value $443,693.

    13F-HR 0001941040-26-000624 filed by Riverwater Partners LLC
    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 9,244 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $471,768.

    13F-HR 0001941040-26-000302 filed by Riverwater Partners LLC
    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 9,244 shares
    Change vs previous 13F +36 shares

    0.18% of the 13F portfolio, value $472,783.

    13F-HR 0001941040-26-000105 filed by Riverwater Partners LLC
    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 9,208 shares
    Change vs previous 13F +3,171 shares

    0.2% of the 13F portfolio, value $470,943.

    13F-HR 0001941040-25-000585 filed by Riverwater Partners LLC
    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 6,037 shares
    Change vs previous 13F +1,109 shares

    0.15% of the 13F portfolio, value $308,310.

    13F-HR 0001941040-25-000393 filed by Riverwater Partners LLC
    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 4,928 shares
    Change vs previous 13F +319 shares

    0.13% of the 13F portfolio, value $251,772.

    13F-HR 0001941040-25-000222 filed by Riverwater Partners LLC
    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 4,609 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $235,359.

    13F-HR 0001941040-25-000144 filed by Riverwater Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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