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Disclosery

TOBAM: TU position timeline

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

TOBAM held 177,067 TU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,067 shares
    Change vs previous 13F +22,063 shares

    0.64% of the 13F portfolio, value $2,656,000.

    13F-HR 0001527488-26-000009 filed by TOBAM
    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 155,004 shares
    Change vs previous 13F +10,431 shares

    0.72% of the 13F portfolio, value $2,771,000.

    13F-HR 0001527488-26-000004 filed by TOBAM
    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 144,573 shares
    Change vs previous 13F +31,625 shares

    0.64% of the 13F portfolio, value $2,615,000.

    13F-HR 0001527488-26-000001 filed by TOBAM
    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 112,948 shares
    Change vs previous 13F +3,933 shares

    0.9% of the 13F portfolio, value $2,476,000.

    13F-HR 0001527488-25-000009 filed by TOBAM
    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 109,015 shares
    Change vs previous 13F +89,181 shares

    0.93% of the 13F portfolio, value $2,384,000.

    13F-HR 0001527488-25-000006 filed by TOBAM
    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 19,834 shares
    Change vs previous 13F -61,167 shares

    0.17% of the 13F portfolio, value $409,000.

    13F-HR 0001527488-25-000003 filed by TOBAM
    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 81,001 shares
    Change vs previous 13F +22,486 shares

    0.48% of the 13F portfolio, value $1,579,000.

    13F-HR 0001527488-25-000002 filed by TOBAM
    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 58,515 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,328,000.

    13F-HR 0001527488-24-000020 filed by TOBAM
    Filed (acceptance time not in the bulk data set), ingested

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