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Tevis Investment Management: UL position timeline

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

Tevis Investment Management held 98,231 UL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,231 shares
    Change vs previous 13F +12,826 shares

    3.23% of the 13F portfolio, value $5,905,648.

    13F-HR 0001986152-26-000104 filed by Tevis Investment Management
    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 85,405 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $4,911,780.

    13F-HR 0001986152-26-000056 filed by Tevis Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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