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Cambridge Investment Research Advisors, Inc.: UTF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cambridge Investment Research Advisors, Inc. on UTF, newest first. How the timeline and the estimate are built.

Cambridge Investment Research Advisors, Inc. held 115,630 UTF shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 115,630 shares
    Change vs previous 13F +9,758 shares

    0.01% of the 13F portfolio, value $3,190,000.

    13F-HR/A 0001419186-26-000006 filed by Cambridge Investment Research Advisors, Inc.
    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 105,872 shares
    Change vs previous 13F +21,419 shares

    0.01% of the 13F portfolio, value $2,740,000.

    13F-HR 0001419186-26-000003 filed by Cambridge Investment Research Advisors, Inc.
    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 84,453 shares
    Change vs previous 13F +2,497 shares

    0.01% of the 13F portfolio, value $2,036,000.

    13F-HR 0001419186-26-000001 filed by Cambridge Investment Research Advisors, Inc.
    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 81,956 shares
    Change vs previous 13F +237 shares

    0.01% of the 13F portfolio, value $2,033,000.

    13F-HR 0001419186-25-000008 filed by Cambridge Investment Research Advisors, Inc.
    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 81,719 shares
    Change vs previous 13F -10,363 shares

    0.01% of the 13F portfolio, value $2,202,000.

    13F-HR 0001419186-25-000006 filed by Cambridge Investment Research Advisors, Inc.
    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 92,082 shares
    Change vs previous 13F -38,996 shares

    0.01% of the 13F portfolio, value $2,353,000.

    13F-HR 0001419186-25-000004 filed by Cambridge Investment Research Advisors, Inc.
    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 131,078 shares
    Change vs previous 13F +18,462 shares

    0.01% of the 13F portfolio, value $3,151,000.

    13F-HR 0001419186-25-000003 filed by Cambridge Investment Research Advisors, Inc.
    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 112,616 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,931,000.

    13F-HR 0001419186-24-000006 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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