Investment Partners Asset Management, Inc.
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $568,996 | 23,600 | Shares | Sole | 2026-01-15 |
| 2025-09-30 | $567,002 | 22,863 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $618,179 | 22,938 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $613,711 | 24,020 | Shares | Sole | 2025-04-15 |
| 2024-12-31 | $520,225 | 21,640 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $568,833 | 21,853 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $491,255 | 21,853 | Shares | Sole | 2024-07-09 |
| 2024-03-31 | $515,075 | 21,853 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $464,157 | 21,853 | Shares | Sole | 2024-01-25 |