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Wedmont Private Capital: U position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wedmont Private Capital on U, newest first. How the timeline and the estimate are built.

Wedmont Private Capital held 21,954 U shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,954 shares
    Change vs previous 13F +3,775 shares

    0.02% of the 13F portfolio, value $1,007,469.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,179 shares
    Change vs previous 13F +3,160 shares

    0.02% of the 13F portfolio, value $561,549.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    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 15,019 shares
    Change vs previous 13F +4,322 shares

    0.01% of the 13F portfolio, value $334,023.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    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 10,697 shares
    Change vs previous 13F -361 shares

    0.02% of the 13F portfolio, value $485,216.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    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 11,058 shares
    Change vs previous 13F +1,599 shares

    0.01% of the 13F portfolio, value $402,511.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    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 9,459 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $277,622.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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