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49 WEALTH MANAGEMENT, LLC: UTWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 49 WEALTH MANAGEMENT, LLC on UTWO, newest first. How the timeline and the estimate are built.

49 WEALTH MANAGEMENT, LLC held 16,284 UTWO shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 16,284 shares
    Change vs previous 13F -168,754 shares

    0.15% of the 13F portfolio, value $780,964.

    13F-HR/A 0001104659-26-098355 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 185,038 shares
    Change vs previous 13F +26,187 shares

    0.67% of the 13F portfolio, value $8,934,070.

    13F-HR 0001104659-26-059918 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 158,851 shares
    Change vs previous 13F +6,357 shares

    0.63% of the 13F portfolio, value $7,714,591.

    13F-HR 0001104659-26-010120 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 152,494 shares
    Change vs previous 13F +11,236 shares

    0.7% of the 13F portfolio, value $7,405,860.

    13F-HR 0001104659-25-109943 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 141,258 shares
    Change vs previous 13F +1,083 shares

    0.73% of the 13F portfolio, value $6,856,650.

    13F-HR 0001104659-25-075156 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 140,175 shares
    Change vs previous 13F +5,759 shares

    0.82% of the 13F portfolio, value $6,794,274.

    13F-HR 0001104659-25-041965 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 134,416 shares
    Change vs previous 13F +58,044 shares

    0.92% of the 13F portfolio, value $6,460,454.

    13F-HR 0001104659-25-014408 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 76,372 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,723,528.

    13F-HR 0001104659-24-116419 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).