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Ultralife shares owned by Juncture Wealth Strategies

Quarter-by-quarter ownership of Ultralife (ULBI) shares owned by Juncture Wealth Strategies from 13F filings

Historical chart of Juncture Wealth Strategies investment in Ultralife

Tip: Access up to 7 years of quarterly data

All positions including Ultralife held by Juncture Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ultralife by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $125k 18k 6.82
2025-06-30 $164k 18k 8.98
2025-03-31 $98k 18k 5.38
2024-12-31 $136k 18k 7.45
2024-09-30 $165k 18k 9.04

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Global X Fds S&p 500 Covered (XYLD)
Global X Fds Global X Uranium (URA)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Juncture Wealth Strategies

Top funds holding Ultralife

Visionary Wealth Advisors
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Vanguard Group
Janney Montgomery Scott
Truffle Hound Capital
Rbf Capital
Arrowstreet Capital, Limited Partnership
Renaissance Technologies
Connor, Clark & Lunn Investment Management
BlackRock
Geode Capital Management
Raymond James Financial
Teton Advisors
Ancora Advisors
Acadian Asset Management

View all funds holding Ultralife