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Sloy Dahl & Holst, LLC: UITB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sloy Dahl & Holst, LLC on UITB, newest first. How the timeline and the estimate are built.

Sloy Dahl & Holst, LLC held 119,637 UITB 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 119,637 shares
    Change vs previous 13F +2,824 shares

    0.69% of the 13F portfolio, value $5,603,567.

    13F-HR 0001172661-26-003355 filed by Sloy Dahl & Holst, 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 116,813 shares
    Change vs previous 13F +721 shares

    0.75% of the 13F portfolio, value $5,492,181.

    13F-HR 0001172661-26-001837 filed by Sloy Dahl & Holst, 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 116,092 shares
    Change vs previous 13F +8,379 shares

    0.66% of the 13F portfolio, value $5,497,527.

    13F-HR 0001172661-26-000460 filed by Sloy Dahl & Holst, 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 107,713 shares
    Change vs previous 13F +8,463 shares

    0.54% of the 13F portfolio, value $5,118,509.

    13F-HR 0001172661-25-004280 filed by Sloy Dahl & Holst, 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 99,250 shares
    Change vs previous 13F +7,111 shares

    0.65% of the 13F portfolio, value $4,671,694.

    13F-HR 0001172661-25-002811 filed by Sloy Dahl & Holst, 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 92,139 shares
    Change vs previous 13F +4,908 shares

    0.76% of the 13F portfolio, value $4,324,994.

    13F-HR 0001172661-25-001648 filed by Sloy Dahl & Holst, 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 87,231 shares
    Change vs previous 13F +13,131 shares

    0.51% of the 13F portfolio, value $4,009,151.

    13F-HR 0001172661-25-000355 filed by Sloy Dahl & Holst, 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 74,100 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,551,595.

    13F-HR 0001172661-24-004297 filed by Sloy Dahl & Holst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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