Informed Momentum Co LLC

Position in UTI — Universal Technical Institute Inc

CIK 1510989 Solana Beach, CA

Position in UTI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,656,540

+$664,097 QoQ

Shares Held

108,874

-1.6% QoQ

Ownership

0.198%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#74

of 263 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Consumer Defensive · as of Jun 30, 2026

Informed Momentum Co LLC holds $14,438,209 across 3 Education & Training Services names. UTI ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LINC	Lincoln Educational Services Corp	110,396	$5,508,760
2	UTI	Universal Technical Institute Inc This page	108,874	$4,656,540
3	APEI	American Public Education Inc	79,570	$4,272,909

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,656,540	108,874	-1.6%	Shares	Sole	2026-08-13
2026-03-31	$3,992,443	110,594	-26.7%	Shares	Sole	2026-05-13
2025-06-30	$5,113,628	150,889	+6.6%	Shares	Sole	2025-08-12
2025-03-31	$3,634,130	141,516	+333.1%	Shares	Sole	2025-05-13
2024-12-31	$840,151	32,678	-1.3%	Shares	Sole	2025-02-13
2024-09-30	$538,189	33,099	0.0%	Shares	Sole	2024-11-13
2024-06-30	$520,647	33,099	-55.5%	Shares	Sole	2024-08-12
2024-03-31	$1,186,780	74,453	-0.6%	Shares	Sole	2024-05-13
2023-12-31	$938,136	74,931	-59.7%	Shares	Sole	2024-02-14
2023-09-30	$1,557,481	185,857	+59.7%	Shares	Sole	2023-11-13
2022-06-30	$829,832	116,386	-34.4%	Shares	Sole	2022-08-12
2022-03-31	$1,569,290	177,321	+1.6%	Shares	Sole	2022-05-13
2021-12-31	$1,364,543	174,494	-12.0%	Shares	Sole	2022-02-11
2020-06-30	$1,378,532	198,350	-53.9%	Shares	Sole	2020-08-13
2020-03-31	$2,559,999	430,252	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.