Skip to content
Disclosery

Talon Private Wealth, LLC: UFEB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Talon Private Wealth, LLC on UFEB, newest first. How the timeline and the estimate are built.

Talon Private Wealth, LLC held 734,535 UFEB shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 734,535 shares
    Change vs previous 13F -250,605 shares

    3.32% of the 13F portfolio, value $28,389,778.

    13F-HR 0001990467-26-000004 filed by Talon Private Wealth, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 985,140 shares
    Change vs previous 13F -27,648 shares

    4.75% of the 13F portfolio, value $35,760,582.

    13F-HR 0001990467-26-000001 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,012,788 shares
    Change vs previous 13F +6,353 shares

    4.79% of the 13F portfolio, value $34,749,466.

    13F-HR 0001990467-25-000006 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 1,006,435 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $32,603,241.

    13F-HR 0001990467-25-000005 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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