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Disclosery

CHANNEL WEALTH LLC: UTF position timeline

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

CHANNEL WEALTH LLC held 11,753 UTF shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,753 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $324,265.

    13F-HR 0001975550-26-000004 filed by CHANNEL WEALTH 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 11,753 shares
    Change vs previous 13F +371 shares

    0.07% of the 13F portfolio, value $304,168.

    13F-HR 0001975550-26-000003 filed by CHANNEL WEALTH 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 11,382 shares
    Change vs previous 13F -200 shares

    0.07% of the 13F portfolio, value $274,420.

    13F-HR 0001975550-26-000001 filed by CHANNEL WEALTH 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 11,582 shares
    Change vs previous 13F -116 shares

    0.08% of the 13F portfolio, value $287,234.

    13F-HR 0001975550-25-000006 filed by CHANNEL WEALTH 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 11,698 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $315,261.

    13F-HR 0001831193-25-000005 filed by CHANNEL WEALTH 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 11,698 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $298,884.

    13F-HR 0001975550-25-000003 filed by CHANNEL WEALTH 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 11,698 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $281,220.

    13F-HR 0001975550-25-000001 filed by CHANNEL WEALTH 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 11,698 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $304,499.

    13F-HR 0001975550-24-000009 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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