UFPI β€” UFP INDUSTRIES INC

Ownership history in TFG Advisers LLC  Β·  6 quarters on record

AI Ownership Summary

TFG Advisers LLC reported UFP INDUSTRIES INC (UFPI) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.09% in 2023 Q4. The latest visible filing shows UFPI at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UFPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TFG Advisers LLC's position in UFP INDUSTRIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

UFPI was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TFG Advisers LLC held UFPI β€” position size vs. price
% of Fund (quarterly)    UFPI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED 1,923 +4 +0.2% 0.07% $206K 2025-05-15 $99.92
2024 Q4 ADDED 1,919 +41 +2.2% 0.08% $216K 2025-01-28 $114.75
2024 Q3 ADDED 1,878 +4 +0.2% 0.09% $246K 2024-10-22 $127.45
2024 Q2 ADDED 1,874 +3 +0.2% 0.08% $210K 2024-07-25 $122.23
2024 Q1 ADDED 1,871 +92 +5.2% 0.09% $230K 2024-05-06 $115.01
2023 Q4 INITIATED 1,779 β€” β€” 0.09% $223K 2024-02-13 $111.63

FAQ About TFG Advisers LLC and UFPI

These are the practical questions this page is built to answer before you even open the full history table.

How long has TFG Advisers LLC reported owning UFPI?

TFG Advisers LLC reported UFPI across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported UFPI position in TFG Advisers LLC's portfolio?

The largest reported portfolio weight for UFPI was 0.09% in 2023 Q4.

What is the latest reported UFPI position on this page?

The most recent filing on this page is 2025 Q1, when TFG Advisers LLC reported 1,923 shares, equal to 0.07% of portfolio, with an estimated market value of $206K.

What does the chart on this UFPI ownership page compare?

The chart compares TFG Advisers LLC's quarterly UFPI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to TFG Advisers LLC Holdings