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Disclosery

WPWealth LLP: UAUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WPWealth LLP on UAUG, newest first. How the timeline and the estimate are built.

WPWealth LLP held 16,150 UAUG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,150 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $679,670.

    13F-HR 0001950118-26-000003 filed by WPWealth LLP
    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 16,150 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $635,409.

    13F-HR 0001950118-26-000002 filed by WPWealth LLP
    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 16,150 shares
    Change vs previous 13F -2,317 shares

    0.1% of the 13F portfolio, value $644,708.

    13F-HR 0001950118-26-000001 filed by WPWealth LLP
    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 18,467 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $725,881.

    13F-HR 0001950118-25-000005 filed by WPWealth LLP
    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 18,467 shares
    Change vs previous 13F -1,426 shares

    0.12% of the 13F portfolio, value $691,100.

    13F-HR 0001950118-25-000002 filed by WPWealth LLP
    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 19,893 shares
    Change vs previous 13F -244 shares

    0.14% of the 13F portfolio, value $688,696.

    13F-HR 0001950118-25-000003 filed by WPWealth LLP
    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 20,137 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $715,051.

    13F-HR 0001950118-25-000001 filed by WPWealth LLP
    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 20,137 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $705,399.

    13F-HR 0001950118-24-000008 filed by WPWealth LLP
    Filed (acceptance time not in the bulk data set), ingested

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