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COMMONWEALTH EQUITY SERVICES, LLC: UTF position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 106,612 UTF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,612 shares
    Change vs previous 13F -5,274 shares

    <0.01% of the 13F portfolio, value $2,941,410.

    13F-HR 0000312272-26-000020 filed by COMMONWEALTH EQUITY SERVICES, 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 111,886 shares
    Change vs previous 13F -3,257 shares

    <0.01% of the 13F portfolio, value $2,895,600.

    13F-HR 0000312272-26-000018 filed by COMMONWEALTH EQUITY SERVICES, 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 115,143 shares
    Change vs previous 13F -3,503 shares

    <0.01% of the 13F portfolio, value $2,776,090.

    13F-HR 0000312272-26-000007 filed by COMMONWEALTH EQUITY SERVICES, 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 118,646 shares
    Change vs previous 13F -15,350 shares

    <0.01% of the 13F portfolio, value $2,942,000.

    13F-HR 0000312272-25-000021 filed by COMMONWEALTH EQUITY SERVICES, 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 133,996 shares
    Change vs previous 13F -8,319 shares

    <0.01% of the 13F portfolio, value $3,611,000.

    13F-HR 0000312272-25-000015 filed by COMMONWEALTH EQUITY SERVICES, 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 142,315 shares
    Change vs previous 13F +6,293 shares

    0.01% of the 13F portfolio, value $3,636,000.

    13F-HR 0000312272-25-000010 filed by COMMONWEALTH EQUITY SERVICES, 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 136,022 shares
    Change vs previous 13F +1,414 shares

    <0.01% of the 13F portfolio, value $3,270,000.

    13F-HR 0000312272-25-000002 filed by COMMONWEALTH EQUITY SERVICES, 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 134,608 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,504,000.

    13F-HR 0000312272-24-000020 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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