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LexAurum Advisors, LLC: UTF position timeline

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

LexAurum Advisors, LLC held 20,057 UTF shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,057 shares
    Change vs previous 13F -4 shares

    0.06% of the 13F portfolio, value $553,367.

    13F-HR 0001729677-26-000010 filed by LexAurum 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 ended2026-03-31
    13F 20,061 shares
    Change vs previous 13F -500 shares

    0.07% of the 13F portfolio, value $519,171.

    13F-HR 0001729677-26-000005 filed by LexAurum 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 ended2025-09-30
    13F 20,561 shares
    Change vs previous 13F -2,049 shares

    0.07% of the 13F portfolio, value $509,909.

    13F-HR 0001729677-25-000010 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 22,610 shares
    Change vs previous 13F +13 shares

    0.1% of the 13F portfolio, value $609,331.

    13F-HR 0001085146-25-003938 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 22,597 shares
    Change vs previous 13F -1,578 shares

    0.11% of the 13F portfolio, value $577,348.

    13F-HR 0001085146-25-002076 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 24,175 shares
    Change vs previous 13F -317 shares

    0.12% of the 13F portfolio, value $581,158.

    13F-HR 0001085146-25-000345 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 24,492 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $637,522.

    13F-HR 0001085146-24-004967 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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