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Townsend & Associates, Inc: UL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Townsend & Associates, Inc on UL, newest first. How the timeline and the estimate are built.

Townsend & Associates, Inc held 28,756 UL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,756 shares
    Change vs previous 13F +1,268 shares

    0.15% of the 13F portfolio, value $1,782,872.

    13F-HR 0001729359-26-000004 filed by Townsend & Associates, Inc
    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 27,488 shares
    Change vs previous 13F +479 shares

    0.14% of the 13F portfolio, value $1,578,636.

    13F-HR 0001729359-26-000003 filed by Townsend & Associates, Inc
    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 27,009 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,734,248.

    13F-HR 0001729359-26-000002 filed by Townsend & Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

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