Certified Advisory Corp
CIK
0001731732
City
ALTAMONTE SPRINGS
State / Country
FL
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $766,167 | 31,778 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $802,205 | 32,347 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $865,741 | 32,124 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $833,670 | 32,629 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $818,658 | 34,054 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $880,204 | 33,815 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $611,366 | 27,196 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $228,888 | 9,711 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $203,967 | 9,603 | Shares | Sole | 2024-02-09 |
| 2023-06-30 | $227,980 | 9,652 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $277,964 | 11,392 | Shares | Sole | 2023-05-17 |
| 2022-12-31 | $279,819 | 11,664 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $275,115 | 11,838 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $301,264 | 11,903 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $341,436 | 11,794 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $334,105 | 11,723 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $314,983 | 11,623 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $328,730 | 11,458 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $288,768 | 10,339 | Shares | Sole | 2021-05-10 |
| 2020-06-30 | $300,232 | 13,616 | Shares | Sole | 2020-07-27 |
| 2020-03-31 | $269,950 | 14,321 | Shares | Sole | 2020-04-27 |