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Disclosery

SHP Wealth Management: UL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHP Wealth Management on UL, newest first. How the timeline and the estimate are built.

SHP Wealth Management held 792 UL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 792 shares
    Change vs previous 13F +72 shares

    <0.01% of the 13F portfolio, value $47,616.

    13F-HR 0001807060-26-000005 filed by SHP Wealth Management
    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 720 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $41,018.

    13F-HR 0001807060-26-000003 filed by SHP Wealth Management
    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 705 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $46,107.

    13F-HR 0001807060-26-000002 filed by SHP Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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