Security key
910571108
- Security type / class
- Equity / COM
- Total 13F shares
- 1,159,508
- Total 13F value
- $16,461,000
- Share change
- -32,963
- SEC-reported price per share
- $14.20
- Number of holders
- 27
- Value change
- -$476,718
- Number of buys
- 4
- Number of sells
- 8
Report period
Q3 2021
Institutions
27
Top holders
10
UG full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2021
Previous quarter: Q2 2021
UNITED GUARDIAN INC SEC filings
UNITED GUARDIAN INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 910571108
Recent filing periods:
Ownership snapshot
Top reported holders of UG - UNITED GUARDIAN INC - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
RENAISSANCE TECHNOLOGIES LLC
Disclosed value leader
RENAISSANCE TECHNOLOGIES LLC
Comparable rows
0/15
Latest evidence
30 Jun 2021
13F
Highest disclosed value: $3,838,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
RENAISSANCE TECHNOLOGIES LLC has the largest disclosed position value at $3.84M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens RENAISSANCE TECHNOLOGIES LLC's linked filing trail.
Disclosed position value
Top 5
RENAISSANCE TECHNOLOGIES LLC
$3.84M
GAMCO INVESTORS, INC. ET AL
$2.23M
VANGUARD GROUP INC
$1.95M
DIMENSIONAL FUND ADVISORS LP
$1.66M
Rodgers Brothers Inc.
$1.61M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
—
class O/S missing
|
$3,838,000
255,663 shares
|
— | 30 Jun 2021 |
| GAMCO INVESTORS, INC. ET AL |
13F
Company
|
—
class O/S missing
|
$2,226,000
148,300 shares
|
— | 30 Jun 2021 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$1,953,000
130,065 shares
|
— | 30 Jun 2021 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
—
class O/S missing
|
$1,660,000
110,722 shares
|
— | 30 Jun 2021 |
| Rodgers Brothers Inc. |
13F
Company
|
—
class O/S missing
|
$1,607,000
107,100 shares
|
— | 30 Jun 2021 |
| PARTHENON LLC |
13F
Company
|
—
class O/S missing
|
$1,070,000
71,274 shares
|
— | 30 Jun 2021 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
27
Shares
1,159,508
Rows available
27
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2021 vs Q2 2021 Across Filers
Q2 2021 holders
26
Q3 2021 holders
27
Holder diff
1
| Investor | Q2 2021 Shares | Q3 2021 Shares | Share Diff | Share Chg % | Q2 2021 value | Q3 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend