GREENWOOD CAPITAL ASSOCIATES LLC: UTI position timeline

GREENWOOD CAPITAL ASSOCIATES LLC held 9,566 UTI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 9,566 shares

   Change vs previous 13F -1,001 shares

   0.04% of the 13F portfolio, value $409,138.

   13F-HR 0001161822-26-000004 filed by GREENWOOD CAPITAL ASSOCIATES LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 10,567 shares

   Change vs previous 13F -10,794 shares

   0.04% of the 13F portfolio, value $381,469.

   13F-HR 0001161822-26-000003 filed by GREENWOOD CAPITAL ASSOCIATES LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 21,361 shares

   Change vs previous 13F +2,245 shares

   0.06% of the 13F portfolio, value $558,163.

   13F-HR 0001161822-26-000002 filed by GREENWOOD CAPITAL ASSOCIATES LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 19,116 shares

   Change vs previous 13F +2,571 shares

   0.07% of the 13F portfolio, value $622,226.

   13F-HR 0001161822-25-000010 filed by GREENWOOD CAPITAL ASSOCIATES LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 16,545 shares

   Change vs previous 13F -4,412 shares

   0.07% of the 13F portfolio, value $560,710.

   13F-HR 0001161822-25-000005 filed by GREENWOOD CAPITAL ASSOCIATES LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 20,957 shares

   Change vs previous 13F -28,230 shares

   0.07% of the 13F portfolio, value $538,176.

   13F-HR 0001161822-25-000003 filed by GREENWOOD CAPITAL ASSOCIATES LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 49,187 shares

   Change vs previous 13F -15,135 shares

   0.16% of the 13F portfolio, value $1,264,598.

   13F-HR 0001161822-25-000002 filed by GREENWOOD CAPITAL ASSOCIATES LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 64,322 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $1,045,876.

   13F-HR 0001161822-24-000014 filed by GREENWOOD CAPITAL ASSOCIATES LLC
   Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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