★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Manager record

Ulland Investment Advisors, LLC

Minneapolis, MN · CIK 1911497 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$142,281Reported 13F valueQ3 2026 · as filed
234Holdings listed
+5.0%vs prior quartervalue change includes market moves
6Quarters on record
Oct 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $131.0K$131.0KQ2 2025213 holdingsQ3 2025: $132.8K$132.8KQ3 2025228 holdingsQ4 2025: $124.9K$124.9KQ4 2025218 holdingsQ1 2026: $116.6K$116.6KQ1 2026213 holdingsQ2 2026: $135.6K$135.6KQ2 2026227 holdingsQ3 2026: $142.3K$142.3KQ3 2026234 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 13 2026 13F-HR · period Q3 2026

$142,281 · 234 holdings listed · View original SEC filing ↗
Jul 16 2026 13F-HR · period Q2 2026

$135,560 · 227 holdings listed · View original SEC filing ↗
Apr 27 2026 13F-HR · period Q1 2026

$116,603 · 213 holdings listed · View original SEC filing ↗
Jan 08 2026 13F-HR · period Q4 2025

$124,931 · 218 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR · period Q3 2025

$132,827 · 228 holdings listed · View original SEC filing ↗
Jul 24 2025 13F-HR · period Q2 2025

$130,981 · 213 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 13, 2026 · Change methodology