Back to UFPT
Tempus Wealth Planning, LLC → UFPT
Tempus Wealth Planning, LLC UFPT Position History
UFP Technologies, Inc.
Quarters held
5
Latest value
$5.5M
Q3 2026
Peak value
$5.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.7M |
| Q4 2025 | $5.3M |
| Q1 2026 | $4.8M |
| Q2 2026 | $5.4M |
| Q3 2026 | $5.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.5M | 127.8K | — | — |
| Q2 2026 | $5.4M | 129.1K | — | — |
| Q1 2026 | $4.8M | 132.3K | — | — |
| Q4 2025 | $5.3M | 137.3K | — | — |
| Q3 2025 | $4.7M | 130.3K | — | — |
Other funds holding UFPT
$648.6M
$630.5M
$630.5M
$530.1M
$498.8M
$498.7M
$304.4M
$301.9M