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Revolve Wealth Partners, LLC: UTRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Revolve Wealth Partners, LLC on UTRE, newest first. How the timeline and the estimate are built.

Revolve Wealth Partners, LLC held 0 UTRE shares at 2025-09-30 per its 13F-HR filed 2025-10-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -4,809 shares

    13F-HR 0002085853-25-000078 filed by Revolve Wealth Partners, 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.

  2. period ended2025-06-30
    13F 4,809 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $239,464.

    13F-HR 0001667731-25-000986 filed by Revolve Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,809 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $238,271.

    13F-HR 0001667731-25-000418 filed by Revolve Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F/A 4,809 shares
    Change vs previous 13F -784 shares

    0.03% of the 13F portfolio, value $235,134.

    13F-HR/A 0001667731-25-000346 filed by Revolve Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 5,593 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $279,433.

    13F-HR 0001808992-24-000004 filed by Revolve Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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