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Disclosery

Harvest Investment Services, LLC: UTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Harvest Investment Services, LLC on UTI, newest first. How the timeline and the estimate are built.

Harvest Investment Services, LLC held 0 UTI shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -140,193 shares

    13F-HR 0001172661-25-005197 filed by Harvest Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 140,193 shares
    Change vs previous 13F +40,109 shares

    1.06% of the 13F portfolio, value $4,751,136.

    13F-HR 0001172661-25-003378 filed by Harvest Investment Services, 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 100,084 shares
    Change vs previous 13F +85,057 shares

    0.72% of the 13F portfolio, value $2,570,157.

    13F-HR 0001172661-25-002049 filed by Harvest Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 15,027 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $386,344.

    13F-HR 0001172661-25-000962 filed by Harvest Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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