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Souders Financial Advisors: UAPR position timeline

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

Souders Financial Advisors held 10,421 UAPR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,421 shares
    Change vs previous 13F -1,423 shares

    0.04% of the 13F portfolio, value $365,931.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 11,844 shares
    Change vs previous 13F -669 shares

    0.05% of the 13F portfolio, value $395,234.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 12,513 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $410,051.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 12,513 shares
    Change vs previous 13F -333 shares

    0.05% of the 13F portfolio, value $402,168.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 12,846 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $402,080.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 12,846 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $383,582.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 12,846 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $396,131.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 12,846 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $387,949.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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