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Brady Martz Wealth Solutions, LLC: UTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brady Martz Wealth Solutions, LLC on UTI, newest first. How the timeline and the estimate are built.

Brady Martz Wealth Solutions, LLC held 5,939 UTI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,939 shares
    Change vs previous 13F +316 shares

    0.04% of the 13F portfolio, value $254,011.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 5,623 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $202,990.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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