Skip to content
Disclosery

Union Heritage Capital, LLC: SEIC position timeline

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

Union Heritage Capital, LLC held 68,700 SEIC 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 68,700 shares
    Change vs previous 13F 0 shares

    2.04% of the 13F portfolio, value $6,025,677.

    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 68,700 shares
    Change vs previous 13F 0 shares

    2% of the 13F portfolio, value $5,390,889.

    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 68,700 shares
    Change vs previous 13F 0 shares

    1.91% of the 13F portfolio, value $5,634,774.

    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 68,700 shares
    Change vs previous 13F 0 shares

    1.89% of the 13F portfolio, value $5,829,195.

    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 68,700 shares
    Change vs previous 13F 0 shares

    2.15% of the 13F portfolio, value $6,173,382.

    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 68,700 shares
    Change vs previous 13F 0 shares

    1.99% of the 13F portfolio, value $5,333,181.

    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 68,700 shares
    Change vs previous 13F 0 shares

    2.09% of the 13F portfolio, value $5,666,376.

    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 68,700 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $4,753,353.

    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).