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Disclosery

SMA Capital LLC: UTI position timeline

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

SMA Capital LLC held 60,000 UTI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,000 shares
    Change vs previous 13F -15,048 shares

    1.08% of the 13F portfolio, value $2,566,200.

    13F-HR 0002075338-26-000006 filed by SMA Capital 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 75,048 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,709,233.

    13F-HR 0002075338-26-000005 filed by SMA Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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