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Disclosery

Union Heritage Capital, LLC: MA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Union Heritage Capital, LLC on MA, newest first. How the timeline and the estimate are built.

Union Heritage Capital, LLC held 17,112 MA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,112 shares
    Change vs previous 13F 0 shares

    2.98% of the 13F portfolio, value $8,788,723.

    13F-HR 0001376474-26-000563 filed by Union Heritage Capital, LLC
    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 17,112 shares
    Change vs previous 13F -227 shares

    3.18% of the 13F portfolio, value $8,550,182.

    13F-HR 0001376474-26-000386 filed by Union Heritage Capital, LLC
    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 17,339 shares
    Change vs previous 13F -1,000 shares

    3.35% of the 13F portfolio, value $9,898,488.

    13F-HR 0001376474-26-000174 filed by Union Heritage Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 18,339 shares
    Change vs previous 13F 0 shares

    3.38% of the 13F portfolio, value $10,431,407.

    13F-HR 0001376474-25-000886 filed by Union Heritage Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 18,339 shares
    Change vs previous 13F 0 shares

    3.59% of the 13F portfolio, value $10,305,418.

    13F-HR 0001376474-25-000742 filed by Union Heritage Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 18,339 shares
    Change vs previous 13F 0 shares

    3.74% of the 13F portfolio, value $10,051,973.

    13F-HR 0001376474-25-000448 filed by Union Heritage Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 18,339 shares
    Change vs previous 13F 0 shares

    3.57% of the 13F portfolio, value $9,656,767.

    13F-HR 0001376474-25-000310 filed by Union Heritage Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,339 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $9,055,798.

    13F-HR 0001376474-25-000062 filed by Union Heritage Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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