Ulland Investment Advisors, LLC: IGV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ulland Investment Advisors, LLC on IGV, newest first. How the timeline and the estimate are built.
Ulland Investment Advisors, LLC held 9,658 IGV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 9,658 sharesChange vs previous 13F -144 shares
0.72% of the 13F portfolio, value $1,028,000.
13F-HR 0001911497-26-000005 filed by Ulland Investment Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 9,802 sharesChange vs previous 13F -500 shares
0.66% of the 13F portfolio, value $888,000.
13F-HR 0001911497-26-000004 filed by Ulland Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,302 sharesChange vs previous 13F -598 shares
0.71% of the 13F portfolio, value $825,000.
13F-HR 0001911497-26-000002 filed by Ulland Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,900 sharesChange vs previous 13F -580 shares
0.92% of the 13F portfolio, value $1,152,000.
13F-HR 0001911497-26-000001 filed by Ulland Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,480 sharesChange vs previous 13F +5 shares
0.99% of the 13F portfolio, value $1,320,000.
13F-HR 0001911497-25-000006 filed by Ulland Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,475 sharesChange vs previous 13F -132 shares
0.96% of the 13F portfolio, value $1,257,000.
13F-HR 0001911497-25-000004 filed by Ulland Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,607 sharesChange vs previous 13F -70 shares
0.86% of the 13F portfolio, value $1,033,000.
13F-HR 0001911497-25-000002 filed by Ulland Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,677 sharesChange vs previous 13F not available
0.75% of the 13F portfolio, value $1,169,000.
13F-HR 0001911497-25-000001 filed by Ulland Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).