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Disclosery

SRH ADVISORS, LLC: UTF position timeline

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

SRH ADVISORS, LLC held 408,373 UTF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 408,373 shares
    Change vs previous 13F +43 shares

    2.87% of the 13F portfolio, value $11,267,007.

    13F-HR 0001512779-26-000007 filed by SRH 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 408,330 shares
    Change vs previous 13F +41 shares

    3.02% of the 13F portfolio, value $10,567,588.

    13F-HR 0001512779-26-000005 filed by SRH 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 408,289 shares
    Change vs previous 13F +413 shares

    2.83% of the 13F portfolio, value $9,843,859.

    13F-HR 0001512779-26-000002 filed by SRH 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 407,876 shares
    Change vs previous 13F +33 shares

    2.95% of the 13F portfolio, value $10,115,334.

    13F-HR 0001512779-25-000012 filed by SRH 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 407,843 shares
    Change vs previous 13F +32 shares

    3.34% of the 13F portfolio, value $10,991,374.

    13F-HR 0001512779-25-000009 filed by SRH 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 407,811 shares
    Change vs previous 13F +34 shares

    3.22% of the 13F portfolio, value $10,419,561.

    13F-HR 0001512779-25-000006 filed by SRH 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 407,777 shares
    Change vs previous 13F -568 shares

    2.91% of the 13F portfolio, value $9,802,967.

    13F-HR 0001512779-25-000003 filed by SRH 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 408,345 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $10,629,220.

    13F-HR 0001512779-24-000010 filed by SRH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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