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Kraft, Davis & Associates, LLC: UTWO position timeline

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

Kraft, Davis & Associates, LLC held 4,480 UTWO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,480 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $214,682.

    13F-HR 0001919438-26-000009 filed by Kraft, Davis & Associates, 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 4,480 shares
    Change vs previous 13F -42,541 shares

    0.05% of the 13F portfolio, value $215,809.

    13F-HR 0001919438-26-000005 filed by Kraft, Davis & Associates, 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 47,021 shares
    Change vs previous 13F +1,241 shares

    0.51% of the 13F portfolio, value $2,284,019.

    13F-HR 0001919438-26-000002 filed by Kraft, Davis & Associates, 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 45,780 shares
    Change vs previous 13F +45,780 shares

    0.54% of the 13F portfolio, value $2,219,061.

    13F-HR 0001919438-25-000008 filed by Kraft, Davis & Associates, 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 0 shares
    Change vs previous 13F -22,088 shares

    13F-HR 0001085146-25-004232 filed by Kraft, Davis & Associates, 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.

  6. period ended2025-03-31
    13F 22,088 shares
    Change vs previous 13F -44,796 shares

    0.35% of the 13F portfolio, value $1,071,029.

    13F-HR 0001085146-25-002305 filed by Kraft, Davis & Associates, 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 66,884 shares
    Change vs previous 13F +5,050 shares

    0.92% of the 13F portfolio, value $3,209,715.

    13F-HR 0001085146-25-001214 filed by Kraft, Davis & Associates, 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 61,834 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,984,093.

    13F-HR 0001085146-24-005450 filed by Kraft, Davis & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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