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Torrey Growth & Income Advisors: U position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Torrey Growth & Income Advisors on U, newest first. How the timeline and the estimate are built.

Torrey Growth & Income Advisors held 65,713 U shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,713 shares
    Change vs previous 13F -12,970 shares

    0.64% of the 13F portfolio, value $1,874,792.

    13F-HR 0002087822-26-000004 filed by Torrey Growth & Income 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 78,683 shares
    Change vs previous 13F -1,691 shares

    0.72% of the 13F portfolio, value $1,729,846.

    13F-HR 0002087822-26-000002 filed by Torrey Growth & Income 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 80,374 shares
    Change vs previous 13F +654 shares

    1.23% of the 13F portfolio, value $3,550,120.

    13F-HR 0002087822-26-000001 filed by Torrey Growth & Income Advisors
    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 79,720 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $3,191,989.

    13F-HR 0002087822-25-000001 filed by Torrey Growth & Income Advisors
    Filed (acceptance time not in the bulk data set), ingested

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