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Consolidated Portfolio Review Corp: UTF position timeline

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

Consolidated Portfolio Review Corp held 0 UTF shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -80,149 shares

    13F-HR 0001754960-26-000118 filed by Consolidated Portfolio Review Corp
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 80,149 shares
    Change vs previous 13F -4,512 shares

    0.25% of the 13F portfolio, value $1,987,683.

    13F-HR 0001754960-25-000777 filed by Consolidated Portfolio Review Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 84,661 shares
    Change vs previous 13F -408 shares

    0.32% of the 13F portfolio, value $2,281,612.

    13F-HR 0001754960-25-000433 filed by Consolidated Portfolio Review Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 85,069 shares
    Change vs previous 13F +1,417 shares

    0.35% of the 13F portfolio, value $2,173,509.

    13F-HR 0001754960-25-000239 filed by Consolidated Portfolio Review Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 83,652 shares
    Change vs previous 13F +1,148 shares

    0.32% of the 13F portfolio, value $2,010,998.

    13F-HR 0001754960-25-000071 filed by Consolidated Portfolio Review Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 82,504 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,147,579.

    13F-HR 0001754960-24-000532 filed by Consolidated Portfolio Review Corp
    Filed (acceptance time not in the bulk data set), ingested

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