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Sanctuary Advisors, LLC: UDIV position timeline

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

Sanctuary Advisors, LLC held 50,474 UDIV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,474 shares
    Change vs previous 13F -2,013 shares

    0.01% of the 13F portfolio, value $3,033,403.

    13F-HR 0001777271-26-000007 filed by Sanctuary Advisors, 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 52,487 shares
    Change vs previous 13F +6,466 shares

    0.01% of the 13F portfolio, value $2,709,260.

    13F-HR 0001777271-26-000006 filed by Sanctuary Advisors, 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 46,021 shares
    Change vs previous 13F +3,575 shares

    0.01% of the 13F portfolio, value $2,445,989.

    13F-HR 0001777271-26-000005 filed by Sanctuary Advisors, 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/A 42,446 shares
    Change vs previous 13F -246 shares

    0.01% of the 13F portfolio, value $2,223,550.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary Advisors, 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 42,692 shares
    Change vs previous 13F +1,018 shares

    0.01% of the 13F portfolio, value $2,058,859.

    13F-HR 0001777271-26-000002 filed by Sanctuary Advisors, 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 41,674 shares
    Change vs previous 13F +4,142 shares

    0.01% of the 13F portfolio, value $1,822,386.

    13F-HR 0001777271-26-000001 filed by Sanctuary Advisors, 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 37,532 shares
    Change vs previous 13F -665 shares

    0.01% of the 13F portfolio, value $1,756,248.

    13F-HR 0001777271-25-000001 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 38,197 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,773,016.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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