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Disclosery

Souders Financial Advisors: UITB position timeline

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

Souders Financial Advisors held 192,458 UITB 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 192,458 shares
    Change vs previous 13F +15,410 shares

    0.91% of the 13F portfolio, value $9,014,337.

    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 177,048 shares
    Change vs previous 13F +7,166 shares

    0.95% of the 13F portfolio, value $8,324,289.

    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 169,882 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $8,044,725.

    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).