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RTD Financial Advisors, Inc.: NULG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RTD Financial Advisors, Inc. on NULG, newest first. How the timeline and the estimate are built.

RTD Financial Advisors, Inc. held 6,105 NULG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,105 shares
    Change vs previous 13F -87 shares

    0.08% of the 13F portfolio, value $694,071.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,192 shares
    Change vs previous 13F +113 shares

    0.08% of the 13F portfolio, value $724,829.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, 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 6,079 shares
    Change vs previous 13F +1,901 shares

    0.07% of the 13F portfolio, value $552,819.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, 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 4,178 shares
    Change vs previous 13F -16 shares

    0.05% of the 13F portfolio, value $408,603.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, 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 4,194 shares
    Change vs previous 13F -324 shares

    0.05% of the 13F portfolio, value $417,044.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, 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 4,518 shares
    Change vs previous 13F -727 shares

    0.05% of the 13F portfolio, value $424,420.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, 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 5,245 shares
    Change vs previous 13F -116 shares

    0.06% of the 13F portfolio, value $410,539.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, 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 5,361 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $460,146.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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