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C2C Wealth Management, LLC: UTF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of C2C Wealth Management, LLC on UTF, newest first. How the timeline and the estimate are built.

C2C Wealth Management, LLC held 276,620 UTF shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 276,620 shares
    Change vs previous 13F -750 shares

    5.98% of the 13F portfolio, value $7,631,946.

    13F-HR 0001951757-26-000940 filed by C2C 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 277,370 shares
    Change vs previous 13F +16,300 shares

    6.07% of the 13F portfolio, value $7,178,336.

    13F-HR 0001951757-26-000648 filed by C2C 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 261,070 shares
    Change vs previous 13F +4,540 shares

    5.31% of the 13F portfolio, value $6,294,398.

    13F-HR 0001951757-26-000263 filed by C2C 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 256,530 shares
    Change vs previous 13F +3,900 shares

    5.46% of the 13F portfolio, value $6,361,944.

    13F-HR 0001951757-25-001377 filed by C2C 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 252,630 shares
    Change vs previous 13F +1,750 shares

    6.17% of the 13F portfolio, value $6,808,378.

    13F-HR 0001951757-25-000879 filed by C2C 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 250,880 shares
    Change vs previous 13F +1,500 shares

    6.02% of the 13F portfolio, value $6,409,984.

    13F-HR 0001951757-25-000424 filed by C2C 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 249,380 shares
    Change vs previous 13F +5,000 shares

    5.56% of the 13F portfolio, value $5,995,095.

    13F-HR 0001951757-25-000243 filed by C2C 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 244,380 shares
    Change vs previous 13F not available

    5.72% of the 13F portfolio, value $6,138,826.

    13F-HR 0001951757-24-001204 filed by C2C Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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