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Steward Partners Investment Advisory, LLC: UTI position timeline

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

Steward Partners Investment Advisory, LLC held 31,731 UTI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,731 shares
    Change vs previous 13F -7,754 shares

    0.01% of the 13F portfolio, value $1,357,135.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 39,485 shares
    Change vs previous 13F -7,022 shares

    0.01% of the 13F portfolio, value $1,425,408.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 46,507 shares
    Change vs previous 13F +6,507 shares

    0.01% of the 13F portfolio, value $1,215,228.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 40,000 shares
    Change vs previous 13F -418 shares

    0.01% of the 13F portfolio, value $1,302,000.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 40,418 shares
    Change vs previous 13F -24,456 shares

    0.01% of the 13F portfolio, value $1,369,766.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 64,874 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,665,964.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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