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Gallagher Fiduciary Advisors, LLC: UBSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gallagher Fiduciary Advisors, LLC on UBSI, newest first. How the timeline and the estimate are built.

Gallagher Fiduciary Advisors, LLC held 15,410 UBSI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,410 shares
    Change vs previous 13F -244 shares

    0.02% of the 13F portfolio, value $706,263.

    13F-HR 0001527781-26-000005 filed by Gallagher Fiduciary Advisors, 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 15,654 shares
    Change vs previous 13F -1,684 shares

    0.03% of the 13F portfolio, value $648,387.

    13F-HR 0001527781-26-000002 filed by Gallagher Fiduciary Advisors, 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 17,338 shares
    Change vs previous 13F +1,233 shares

    0.02% of the 13F portfolio, value $665,797.

    13F-HR 0001527781-26-000001 filed by Gallagher Fiduciary Advisors, LLC
    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 16,105 shares
    Change vs previous 13F +280 shares

    0.02% of the 13F portfolio, value $599,249.

    13F-HR 0001527781-25-000002 filed by Gallagher Fiduciary Advisors, LLC
    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 15,825 shares
    Change vs previous 13F +2,860 shares

    0.02% of the 13F portfolio, value $576,496.

    13F-HR 0001085146-25-005267 filed by Gallagher Fiduciary Advisors, LLC
    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 12,965 shares
    Change vs previous 13F +782 shares

    0.01% of the 13F portfolio, value $449,511.

    13F-HR 0001085146-25-003320 filed by Gallagher Fiduciary Advisors, LLC
    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 12,183 shares
    Change vs previous 13F +1,880 shares

    0.09% of the 13F portfolio, value $457,470.

    13F-HR 0001085146-25-001711 filed by Gallagher Fiduciary Advisors, LLC
    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 10,303 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $382,230.

    13F-HR 0001085146-24-005948 filed by Gallagher Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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