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Disclosery

Advisory Advocates, LLC: UTF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Advocates, LLC on UTF, newest first. How the timeline and the estimate are built.

Advisory Advocates, LLC held 78,340 UTF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,340 shares
    Change vs previous 13F +443 shares

    1.85% of the 13F portfolio, value $2,161,401.

    13F-HR 0002111697-26-000003 filed by Advisory Advocates, 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 77,897 shares
    Change vs previous 13F +1,750 shares

    2.06% of the 13F portfolio, value $2,015,974.

    13F-HR 0002111697-26-000002 filed by Advisory Advocates, 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 76,147 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $1,835,904.

    13F-HR 0002111697-26-000001 filed by Advisory Advocates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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