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Disclosery

Windle Wealth, LLC: UL position timeline

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

Windle Wealth, LLC held 141,375 UL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,375 shares
    Change vs previous 13F +15,460 shares

    3.42% of the 13F portfolio, value $8,499,450.

    13F-HR 0001963452-26-000004 filed by Windle Wealth, 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 125,915 shares
    Change vs previous 13F +4,653 shares

    3.03% of the 13F portfolio, value $7,173,376.

    13F-HR 0001963452-26-000003 filed by Windle Wealth, 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 121,262 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $7,930,528.

    13F-HR 0001963452-26-000001 filed by Windle Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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