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Kestra Advisory Services, LLC: UTF position timeline

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

Kestra Advisory Services, LLC held 290,593 UTF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 290,593 shares
    Change vs previous 13F +16,769 shares

    0.02% of the 13F portfolio, value $8,017,458.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,466 shares
    • Kestra Advisory Services, LLC: 247,127 shares

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

  2. period ended2026-03-31
    13F 273,824 shares
    Change vs previous 13F +21,328 shares

    0.02% of the 13F portfolio, value $7,086,573.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 35,273 shares
    • Kestra Advisory Services, LLC: 238,551 shares

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

  3. period ended2025-12-31
    13F 252,496 shares
    Change vs previous 13F +29,449 shares

    0.02% of the 13F portfolio, value $6,087,667.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 82,487 shares
    • Kestra Advisory Services, LLC: 170,009 shares

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

  4. period ended2025-09-30
    13F 223,047 shares
    Change vs previous 13F +70,162 shares

    0.02% of the 13F portfolio, value $5,531,554.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 79,838 shares
    • Kestra Advisory Services, LLC: 143,209 shares

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

  5. period ended2025-06-30
    13F 152,885 shares
    Change vs previous 13F -79 shares

    0.02% of the 13F portfolio, value $4,120,238.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 78,964 shares
    • Kestra Advisory Services, LLC: 73,921 shares

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

  6. period ended2025-03-31
    13F 152,964 shares
    Change vs previous 13F +140 shares

    0.01% of the 13F portfolio, value $3,908,231.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 77,072 shares
    • Kestra Advisory Services, LLC: 75,892 shares

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

  7. period ended2024-12-31
    13F 152,824 shares
    Change vs previous 13F -2,439 shares

    0.02% of the 13F portfolio, value $3,673,889.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 73,558 shares
    • Kestra Advisory Services, LLC: 79,266 shares

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

  8. period ended2024-09-30
    13F 155,263 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,041,484.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 75,734 shares
    • Kestra Advisory Services, LLC: 79,529 shares

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