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HighRoad Wealth Advisors, LLC: UTWO position timeline

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

HighRoad Wealth Advisors, LLC held 31,529 UTWO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,529 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,492,562.

    13F-HR 0002079807-26-000005 filed by HighRoad Wealth Advisors, LLC
    Accepted , ingested