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Empirical Asset Management, LLC: UTEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empirical Asset Management, LLC on UTEN, newest first. How the timeline and the estimate are built.

Empirical Asset Management, LLC held 15,792 UTEN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,792 shares
    Change vs previous 13F -345 shares

    0.15% of the 13F portfolio, value $682,189.

    13F-HR 0001951757-26-001200 filed by Empirical Asset Management, 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 16,137 shares
    Change vs previous 13F -104,706 shares

    0.19% of the 13F portfolio, value $703,572.

    13F-HR 0001951757-26-000815 filed by Empirical Asset Management, 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 120,843 shares
    Change vs previous 13F -12,253 shares

    0.23% of the 13F portfolio, value $802,944.

    13F-HR 0001951757-26-000393 filed by Empirical Asset Management, 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 133,096 shares
    Change vs previous 13F +35,023 shares

    0.37% of the 13F portfolio, value $1,347,404.

    13F-HR 0001951757-25-001374 filed by Empirical Asset Management, 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 98,073 shares
    Change vs previous 13F +4,310 shares

    1.33% of the 13F portfolio, value $4,305,410.

    13F-HR 0001951757-25-000983 filed by Empirical Asset Management, 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 93,763 shares
    Change vs previous 13F +13,371 shares

    1.4% of the 13F portfolio, value $4,116,943.

    13F-HR 0001951757-25-000538 filed by Empirical Asset Management, 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 80,392 shares
    Change vs previous 13F +4,612 shares

    1.14% of the 13F portfolio, value $3,423,284.

    13F-HR 0001951757-25-000026 filed by Empirical Asset Management, 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 75,780 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $3,444,198.

    13F-HR 0001951757-24-001012 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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