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Disclosery

Evensky & Katz LLC: URTH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evensky & Katz LLC on URTH, newest first. How the timeline and the estimate are built.

Evensky & Katz LLC held 289,110 URTH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 289,110 shares
    Change vs previous 13F +1,135 shares

    3.03% of the 13F portfolio, value $58,585,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 287,975 shares
    Change vs previous 13F -365 shares

    2.95% of the 13F portfolio, value $51,841,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 288,340 shares
    Change vs previous 13F -552 shares

    3.02% of the 13F portfolio, value $53,565,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 288,892 shares
    Change vs previous 13F +1,575 shares

    3.04% of the 13F portfolio, value $52,451,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 287,317 shares
    Change vs previous 13F +344 shares

    2.97% of the 13F portfolio, value $48,666,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz 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 286,973 shares
    Change vs previous 13F +3,391 shares

    2.95% of the 13F portfolio, value $43,959,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz 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 283,582 shares
    Change vs previous 13F +1,826 shares

    2.89% of the 13F portfolio, value $44,097,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz 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 281,756 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $44,210,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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