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Advisory Services Network, LLC: UTF position timeline

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

Advisory Services Network, LLC held 138,627 UTF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,627 shares
    Change vs previous 13F +19,433 shares

    0.04% of the 13F portfolio, value $3,824,730.

    13F-HR 0001573876-26-000005 filed by Advisory Services Network, 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 119,194 shares
    Change vs previous 13F +43,242 shares

    0.04% of the 13F portfolio, value $3,084,733.

    13F-HR 0001573876-26-000004 filed by Advisory Services Network, 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 75,952 shares
    Change vs previous 13F +20,651 shares

    0.03% of the 13F portfolio, value $1,831,192.

    13F-HR 0001573876-26-000002 filed by Advisory Services Network, 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 55,301 shares
    Change vs previous 13F +8,631 shares

    0.02% of the 13F portfolio, value $1,371,468.

    13F-HR 0001573876-25-000020 filed by Advisory Services Network, 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 46,670 shares
    Change vs previous 13F -779 shares

    0.02% of the 13F portfolio, value $1,240,009.

    13F-HR 0001573876-25-000016 filed by Advisory Services Network, 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 47,449 shares
    Change vs previous 13F +2,806 shares

    0.02% of the 13F portfolio, value $1,212,333.

    13F-HR 0001573876-25-000014 filed by Advisory Services Network, 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 44,643 shares
    Change vs previous 13F +2,096 shares

    0.02% of the 13F portfolio, value $1,073,219.

    13F-HR 0001573876-25-000005 filed by Advisory Services Network, 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 42,547 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $956,467.

    13F-HR 0001573876-24-000011 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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