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Disclosery

Empirical Asset Management, LLC: UTWO position timeline

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

Empirical Asset Management, LLC held 14,912 UTWO 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 14,912 shares
    Change vs previous 13F -193 shares

    0.16% of the 13F portfolio, value $715,182.

    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 15,105 shares
    Change vs previous 13F -38 shares

    0.19% of the 13F portfolio, value $729,304.

    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 15,143 shares
    Change vs previous 13F -13,514 shares

    0.21% of the 13F portfolio, value $735,444.

    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 28,657 shares
    Change vs previous 13F -64,189 shares

    0.39% of the 13F portfolio, value $1,391,715.

    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 92,846 shares
    Change vs previous 13F +3,471 shares

    1.39% of the 13F portfolio, value $4,506,730.

    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 89,375 shares
    Change vs previous 13F +10,406 shares

    1.48% of the 13F portfolio, value $4,331,988.

    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 78,969 shares
    Change vs previous 13F +4,804 shares

    1.27% of the 13F portfolio, value $3,795,504.

    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 74,165 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $3,615,901.

    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).