Skip to content
Disclosery

FORM Wealth Advisors, LLC: UTF position timeline

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

FORM Wealth Advisors, LLC held 7,308 UTF shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,308 shares
    Change vs previous 13F -2,322 shares

    0.02% of the 13F portfolio, value $201,627.

    13F-HR 0002085853-26-000683 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 9,630 shares
    Change vs previous 13F +1,333 shares

    0.03% of the 13F portfolio, value $259,535.

    13F-HR 0001667731-25-000840 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 8,297 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $211,988.

    13F-HR 0001667731-25-000490 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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