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Disclosery

NewEdge Advisors, LLC: UTEN position timeline

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

NewEdge Advisors, LLC held 36,720 UTEN shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,720 shares
    Change vs previous 13F +1,795 shares

    <0.01% of the 13F portfolio, value $1,586,282.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 34,925 shares
    Change vs previous 13F -1,660 shares

    0.01% of the 13F portfolio, value $1,522,772.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 ended2025-12-31
    13F 36,585 shares
    Change vs previous 13F +1,743 shares

    0.01% of the 13F portfolio, value $1,611,756.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 ended2025-09-30
    13F 34,842 shares
    Change vs previous 13F -52,328 shares

    0.01% of the 13F portfolio, value $1,540,695.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 ended2025-06-30
    13F 87,170 shares
    Change vs previous 13F +2,704 shares

    0.02% of the 13F portfolio, value $3,826,769.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 ended2025-03-31
    13F 84,466 shares
    Change vs previous 13F +45,642 shares

    0.02% of the 13F portfolio, value $3,708,770.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 ended2024-12-31
    13F 38,824 shares
    Change vs previous 13F +30,884 shares

    0.01% of the 13F portfolio, value $1,653,229.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 7,940 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $360,891.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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