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Uniting Wealth Partners, LLC: NULG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Uniting Wealth Partners, LLC on NULG, newest first. How the timeline and the estimate are built.

Uniting Wealth Partners, LLC held 2,445 NULG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,445 shares
    Change vs previous 13F -36 shares

    0.06% of the 13F portfolio, value $286,212.

    13F-HR 0001951757-26-001135 filed by Uniting Wealth Partners, 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 2,481 shares
    Change vs previous 13F -56,371 shares

    0.05% of the 13F portfolio, value $225,622.

    13F-HR 0001951757-26-000696 filed by Uniting Wealth Partners, 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 58,852 shares
    Change vs previous 13F +1,531 shares

    1.76% of the 13F portfolio, value $5,755,716.

    13F-HR 0001951757-26-000429 filed by Uniting Wealth Partners, 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 57,321 shares
    Change vs previous 13F -12,969 shares

    1.35% of the 13F portfolio, value $5,700,557.

    13F-HR 0001951757-25-001316 filed by Uniting Wealth Partners, 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 70,290 shares
    Change vs previous 13F +332 shares

    2.55% of the 13F portfolio, value $6,603,730.

    13F-HR 0001951757-25-001027 filed by Uniting Wealth Partners, 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 69,958 shares
    Change vs previous 13F -74 shares

    2.74% of the 13F portfolio, value $5,476,293.

    13F-HR 0001951757-25-000447 filed by Uniting Wealth Partners, 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 70,032 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $6,011,533.

    13F-HR 0001951757-25-000248 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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