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Disclosery

Certified Advisory Corp: USTB position timeline

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

Certified Advisory Corp held 269,658 USTB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 269,658 shares
    Change vs previous 13F +37,687 shares

    1.1% of the 13F portfolio, value $13,650,076.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 231,971 shares
    Change vs previous 13F +22,076 shares

    1.05% of the 13F portfolio, value $11,733,113.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 209,895 shares
    Change vs previous 13F +7,135 shares

    0.97% of the 13F portfolio, value $10,671,061.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 202,760 shares
    Change vs previous 13F +16,369 shares

    0.98% of the 13F portfolio, value $10,338,715.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 186,391 shares
    Change vs previous 13F +9,075 shares

    0.98% of the 13F portfolio, value $9,472,411.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 177,316 shares
    Change vs previous 13F +3,126 shares

    1.02% of the 13F portfolio, value $8,981,042.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 174,190 shares
    Change vs previous 13F +10,880 shares

    0.95% of the 13F portfolio, value $8,744,355.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 163,310 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $8,297,788.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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