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Ulland Investment Advisors, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ulland Investment Advisors, LLC on SPY, newest first. How the timeline and the estimate are built.

Ulland Investment Advisors, LLC held 2,463 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,463 shares
    Change vs previous 13F -39 shares

    1.32% of the 13F portfolio, value $1,878,000.

    13F-HR 0001911497-26-000005 filed by Ulland Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,502 shares
    Change vs previous 13F -53 shares

    1.38% of the 13F portfolio, value $1,868,000.

    13F-HR 0001911497-26-000004 filed by Ulland Investment Advisors, LLC
    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 2,555 shares
    Change vs previous 13F -104 shares

    1.43% of the 13F portfolio, value $1,662,000.

    13F-HR 0001911497-26-000002 filed by Ulland Investment Advisors, LLC
    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 2,659 shares
    Change vs previous 13F -222 shares

    1.45% of the 13F portfolio, value $1,813,000.

    13F-HR 0001911497-26-000001 filed by Ulland Investment Advisors, LLC
    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 2,881 shares
    Change vs previous 13F -235 shares

    1.44% of the 13F portfolio, value $1,919,000.

    13F-HR 0001911497-25-000006 filed by Ulland Investment Advisors, LLC
    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 3,116 shares
    Change vs previous 13F -1,730 shares

    1.47% of the 13F portfolio, value $1,925,000.

    13F-HR 0001911497-25-000004 filed by Ulland Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,846 shares
    Change vs previous 13F -533 shares

    2.27% of the 13F portfolio, value $2,711,000.

    13F-HR 0001911497-25-000002 filed by Ulland Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,379 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $3,153,000.

    13F-HR 0001911497-25-000001 filed by Ulland Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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