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Certified Advisory Corp: UTF position timeline

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

Certified Advisory Corp held 26,013 UTF 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 26,013 shares
    Change vs previous 13F -3,573 shares

    0.06% of the 13F portfolio, value $717,711.

    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 29,586 shares
    Change vs previous 13F -2,192 shares

    0.07% of the 13F portfolio, value $765,692.

    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 31,778 shares
    Change vs previous 13F -569 shares

    0.07% of the 13F portfolio, value $766,174.

    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 32,347 shares
    Change vs previous 13F +223 shares

    0.08% of the 13F portfolio, value $802,200.

    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 32,124 shares
    Change vs previous 13F -505 shares

    0.09% of the 13F portfolio, value $865,749.

    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 32,629 shares
    Change vs previous 13F -1,425 shares

    0.09% of the 13F portfolio, value $833,659.

    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 34,054 shares
    Change vs previous 13F +239 shares

    0.09% of the 13F portfolio, value $818,657.

    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 33,815 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $880,217.

    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).