Westchester Capital Management, LLC: UCFI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westchester Capital Management, LLC on UCFI, newest first. How the timeline and the estimate are built.
Westchester Capital Management, LLC held 48,718 UCFI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 48,718 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $268,436.
13F-HR 0001512805-26-000008 filed by Westchester Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 48,718 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $268,436.
13F-HR 0001512805-26-000005 filed by Westchester Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 48,718 sharesChange vs previous 13F +48,718 shares
0.01% of the 13F portfolio, value $268,436.
13F-HR 0001512805-26-000002 filed by Westchester Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -211,965 shares
13F-HR 0001628280-25-052144 filed by Westchester Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 211,965 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $2,212,915.
13F-HR 0001277372-25-000002 filed by Westchester Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 211,965 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $2,223,513.
13F-HR 0000019481-25-000003 filed by Westchester Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 211,965 sharesChange vs previous 13F -31,641 shares
0.13% of the 13F portfolio, value $2,181,120.
13F-HR 0001591068-25-000010 filed by Westchester Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 243,606 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $2,482,345.
13F-HR 0001512805-24-000028 filed by Westchester Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).