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Disclosery

Slocum, Gordon & Co LLP: UL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Slocum, Gordon & Co LLP on UL, newest first. How the timeline and the estimate are built.

Slocum, Gordon & Co LLP held 58,181 UL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,181 shares
    Change vs previous 13F -6,761 shares

    2.32% of the 13F portfolio, value $3,497,842.

    13F-HR 0001993325-26-000003 filed by Slocum, Gordon & Co LLP
    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 64,942 shares
    Change vs previous 13F -548 shares

    2.52% of the 13F portfolio, value $3,699,746.

    13F-HR 0001993325-26-000002 filed by Slocum, Gordon & Co LLP
    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 65,490 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $4,283,046.

    13F-HR 0001993325-26-000001 filed by Slocum, Gordon & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

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