Skip to content
Disclosery

Todd Wealth Management, LLC: UAPR position timeline

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

Todd Wealth Management, LLC held 122,192 UAPR shares at 2026-06-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,192 shares
    Change vs previous 13F +40,210 shares

    3.25% of the 13F portfolio, value $4,290,748.

    13F-HR 0002157683-26-000006 filed by Todd Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 81,982 shares
    Change vs previous 13F 0 shares

    2.49% of the 13F portfolio, value $2,735,739.

    13F-HR 0002157683-26-000005 filed by Todd Wealth Management, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 81,982 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $2,686,550.

    13F-HR 0002157683-26-000004 filed by Todd Wealth Management, LLC
    Accepted , ingested