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BTC Capital Management, Inc.: UL position timeline

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

BTC Capital Management, Inc. held 68,516 UL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,516 shares
    Change vs previous 13F +8,232 shares

    0.25% of the 13F portfolio, value $4,119,125.

    13F-HR 0001611848-26-000009 filed by BTC Capital Management, Inc.
    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 60,284 shares
    Change vs previous 13F +11,966 shares

    0.23% of the 13F portfolio, value $3,434,323.

    13F-HR 0001611848-26-000007 filed by BTC Capital Management, Inc.
    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 48,318 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,161,265.

    13F-HR 0001611848-26-000003 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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