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Savant Capital, LLC: UYG position timeline

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

Savant Capital, LLC held 7,689 UYG 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 7,689 shares
    Change vs previous 13F +3,905 shares

    <0.01% of the 13F portfolio, value $613,531.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 3,784 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $277,784.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 3,773 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $346,286.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 3,773 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $374,471.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 3,773 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $360,511.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 3,773 shares
    Change vs previous 13F -30 shares

    <0.01% of the 13F portfolio, value $336,401.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 3,803 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $325,005.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 3,803 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $290,626.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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