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Smartleaf Asset Management LLC: UL position timeline

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

Smartleaf Asset Management LLC held 19,734 UL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,734 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,207,775.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management 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 19,734 shares
    Change vs previous 13F +3,455 shares

    0.04% of the 13F portfolio, value $1,183,699.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management 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 16,279 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,068,243.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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