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Disclosery

Wedmont Private Capital: UL position timeline

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

Wedmont Private Capital held 3,472 UL 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 3,472 shares
    Change vs previous 13F -285 shares

    0.01% of the 13F portfolio, value $215,056.

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

  2. period ended2026-06-30
    13F 3,757 shares
    Change vs previous 13F -379 shares

    0.01% of the 13F portfolio, value $231,877.

    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 4,136 shares
    Change vs previous 13F -1,724 shares

    0.01% of the 13F portfolio, value $240,922.

    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 5,860 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $366,953.

    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).