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Lumbard & Kellner, LLC: UTI position timeline

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

Lumbard & Kellner, LLC held 24,421 UTI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,421 shares
    Change vs previous 13F -960 shares

    0.32% of the 13F portfolio, value $1,044,486.

    13F-HR 0001602476-26-000003 filed by Lumbard & Kellner, 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 25,381 shares
    Change vs previous 13F +1,160 shares

    0.32% of the 13F portfolio, value $916,254.

    13F-HR 0001602476-26-000002 filed by Lumbard & Kellner, 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 24,221 shares
    Change vs previous 13F -604 shares

    0.22% of the 13F portfolio, value $632,895.

    13F-HR 0001602476-26-000001 filed by Lumbard & Kellner, 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 24,825 shares
    Change vs previous 13F +6,090 shares

    0.3% of the 13F portfolio, value $808,054.

    13F-HR 0001602476-25-000005 filed by Lumbard & Kellner, 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 18,735 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $634,929.

    13F-HR 0001602476-25-000004 filed by Lumbard & Kellner, LLC
    Filed (acceptance time not in the bulk data set), ingested

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