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Cetera Investment Advisers: UTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on UTI, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 14,522 UTI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,522 shares
    Change vs previous 13F -141 shares

    <0.01% of the 13F portfolio, value $621,106.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 14,663 shares
    Change vs previous 13F -2,821 shares

    <0.01% of the 13F portfolio, value $529,334.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 17,484 shares
    Change vs previous 13F -3,924 shares

    <0.01% of the 13F portfolio, value $456,857.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 21,408 shares
    Change vs previous 13F +1,615 shares

    <0.01% of the 13F portfolio, value $696,830.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 19,793 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $670,785.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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