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WealthBridge Capital Management, LLC: UTWO position timeline

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

WealthBridge Capital Management, LLC held 16,562 UTWO 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 16,562 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $794,314.

    13F-HR 0001951757-26-001059 filed by WealthBridge Capital Management, 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 16,562 shares
    Change vs previous 13F -672 shares

    0.18% of the 13F portfolio, value $799,651.

    13F-HR 0001951757-26-000641 filed by WealthBridge Capital Management, 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 17,234 shares
    Change vs previous 13F +759 shares

    0.19% of the 13F portfolio, value $836,969.

    13F-HR 0001951757-26-000253 filed by WealthBridge Capital Management, 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 16,475 shares
    Change vs previous 13F +400 shares

    0.19% of the 13F portfolio, value $800,108.

    13F-HR 0001951757-25-001328 filed by WealthBridge Capital Management, 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 16,075 shares
    Change vs previous 13F +700 shares

    0.2% of the 13F portfolio, value $780,280.

    13F-HR 0001951757-25-001065 filed by WealthBridge Capital Management, 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 15,375 shares
    Change vs previous 13F +500 shares

    0.21% of the 13F portfolio, value $745,226.

    13F-HR 0001951757-25-000448 filed by WealthBridge Capital Management, 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 14,875 shares
    Change vs previous 13F +4,050 shares

    0.2% of the 13F portfolio, value $714,940.

    13F-HR 0001951757-25-000173 filed by WealthBridge Capital Management, 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 10,825 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $527,773.

    13F-HR 0001951757-24-000986 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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