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FIRST TRUST ADVISORS LP: UVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on UVV, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 391,184 UVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 391,184 shares
    Change vs previous 13F +37,529 shares

    0.01% of the 13F portfolio, value $20,408,068.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 353,655 shares
    Change vs previous 13F +92,617 shares

    0.01% of the 13F portfolio, value $18,637,628.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 261,038 shares
    Change vs previous 13F +30,058 shares

    0.01% of the 13F portfolio, value $13,769,754.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 230,980 shares
    Change vs previous 13F -632,280 shares

    0.01% of the 13F portfolio, value $12,904,852.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 863,260 shares
    Change vs previous 13F -113,155 shares

    0.04% of the 13F portfolio, value $50,276,273.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 976,415 shares
    Change vs previous 13F +20,981 shares

    0.05% of the 13F portfolio, value $54,728,067.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 955,434 shares
    Change vs previous 13F -127,891 shares

    0.05% of the 13F portfolio, value $52,395,992.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 1,083,325 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $57,535,390.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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