SHEETS SMITH WEALTH MANAGEMENT: UTF position timeline

SHEETS SMITH WEALTH MANAGEMENT held 11,942 UTF shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 11,942 shares

   Change vs previous 13F +2,300 shares

   0.03% of the 13F portfolio, value $329,480.

   13F-HR 0001398344-26-012106 filed by SHEETS SMITH WEALTH MANAGEMENT
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 9,642 shares

   Change vs previous 13F +220 shares

   0.03% of the 13F portfolio, value $249,535.

   13F-HR 0001398344-26-006590 filed by SHEETS SMITH WEALTH MANAGEMENT
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 9,422 shares

   Change vs previous 13F +9,422 shares

   0.02% of the 13F portfolio, value $227,164.

   13F-HR 0001398344-26-000857 filed by SHEETS SMITH WEALTH MANAGEMENT
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -7,760 shares

   13F-HR 0001398344-25-019206 filed by SHEETS SMITH WEALTH MANAGEMENT
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-06-30

   13F 7,760 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $209,132.

   13F-HR 0001398344-25-013145 filed by SHEETS SMITH WEALTH MANAGEMENT
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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