Steward Partners Investment Advisory, LLC
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $715,633 | 29,682 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $538,135 | 21,699 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $626,344 | 23,241 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $590,843 | 23,125 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $486,329 | 20,230 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $518,283 | 19,911 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $422,309 | 18,786 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $457,682 | 19,418 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $484,611 | 22,816 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $466,493 | 23,825 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $609,183 | 25,791 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $587,576 | 24,081 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $483,758 | 20,165 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $467,263 | 20,106 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $507,490 | 20,051 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $579,000 | 20,000 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $402,961 | 14,139 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $322,246 | 11,891 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $324,483 | 11,310 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,415,939 | 50,696 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $697,811 | 27,026 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $628,531 | 28,274 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $883,058 | 40,048 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $729,758 | 38,714 | Shares | Sole | 2020-04-29 |