Ulland Investment Advisors, LLC
All 13F Filings
- Location
- Minneapolis, MN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 142,281
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 234 | 142,281 | 13F-HR | Ulland Investment Advisors, LLC |
| Q2 2026 | 7/16/2026 | 227 | 135,560 | 13F-HR | Ulland Investment Advisors, LLC |
| Q1 2026 | 4/27/2026 | 213 | 116,603 | 13F-HR | Ulland Investment Advisors, LLC |
| Q4 2025 | 1/8/2026 | 218 | 124,931 | 13F-HR | Ulland Investment Advisors, LLC |
| Q3 2025 | 11/13/2025 | 228 | 132,827 | 13F-HR | Ulland Investment Advisors, LLC |
| Q2 2025 | 7/24/2025 | 213 | 130,981 | 13F-HR | Ulland Investment Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 97.17 K | 68.3% | 1.448 K | 0 | 1.448 K |
| ETFs | 45.11 K | 31.7% | 5.273 K | 0 | 5.273 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
142,281
Holdings
234
QoQ value change ($000)
6,721
(5.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.