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TOTH FINANCIAL ADVISORY CORP: UBT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOTH FINANCIAL ADVISORY CORP on UBT, newest first. How the timeline and the estimate are built.

TOTH FINANCIAL ADVISORY CORP held 0 UBT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -123 shares

    13F-HR 0000866780-26-000004 filed by TOTH FINANCIAL ADVISORY CORP
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 123 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $2,007.

    13F-HR 0000866780-26-000003 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 122 shares
    Change vs previous 13F -220 shares

    <0.01% of the 13F portfolio, value $1,991.

    13F-HR 0000866780-26-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 342 shares
    Change vs previous 13F -24,878 shares

    <0.01% of the 13F portfolio, value $5,654.

    13F-HR 0000866780-26-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 25,220 shares
    Change vs previous 13F +25,220 shares

    0.05% of the 13F portfolio, value $435,555.

    13F-HR 0000866780-25-000005 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -250 shares

    13F-HR 0000866780-25-000003 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2025-03-31
    13F 250 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,540.

    13F-HR 0000866780-25-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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