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NewEdge Advisors, LLC: UTF position timeline

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

NewEdge Advisors, LLC held 57,017 UTF 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 57,017 shares
    Change vs previous 13F -1,329 shares

    <0.01% of the 13F portfolio, value $1,573,120.

    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 58,346 shares
    Change vs previous 13F -1,954 shares

    0.01% of the 13F portfolio, value $1,510,014.

    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 60,300 shares
    Change vs previous 13F -3,470 shares

    0.01% of the 13F portfolio, value $1,453,852.

    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 63,770 shares
    Change vs previous 13F -852 shares

    0.01% of the 13F portfolio, value $1,581,504.

    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 64,622 shares
    Change vs previous 13F -13,756 shares

    0.01% of the 13F portfolio, value $1,741,574.

    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 78,378 shares
    Change vs previous 13F -3,952 shares

    0.01% of the 13F portfolio, value $2,002,577.

    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 82,330 shares
    Change vs previous 13F +3,883 shares

    0.01% of the 13F portfolio, value $1,979,226.

    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 78,447 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,041,984.

    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).