F/m Investments LLC UTEN — US TREASURY 10 YEAR NOTE ETF

Ownership history in F/m Investments LLC  ·  15 quarters on record

AI Ownership Summary

F/m Investments LLC reported US TREASURY 10 YEAR NOTE ETF (UTEN) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.32% in 2024 Q1. The latest visible filing shows UTEN at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UTEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was F/m Investments LLC's position in US TREASURY 10 YEAR NOTE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UTEN was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UTEN stock page F/m Investments LLC fund profile F/m Investments LLC full holdings
How F/m Investments LLC held UTEN — position size vs. price
% of Fund (quarterly)    UTEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 11,980 +360 +3.1% 0.03% $518K 2026-08-05 $42.62
2026 Q1 ADDED — — — 11,620 +5,621 +93.7% 0.03% $507K 2026-05-11 $42.87
2025 Q4 REDUCED 30.3% -0.1% ✅ 5,999 -2,613 -30.3% 0.01% $264K 2026-02-03 $42.86
2025 Q3 ADDED — — — 8,612 +1,296 +17.7% 0.01% $381K 2025-11-13 $43.00
2025 Q2 REDUCED 20.0% +1.8% ❌ 7,316 -1,829 -20.0% 0.01% $321K 2025-08-13 $42.11
2025 Q1 UNCHANGED — — — 9,145 — 0% 0.02% $402K 2025-05-14 $40.67
2024 Q4 REDUCED 90.3% +3.8% ❌ 9,145 -85,142 -90.3% 0.01% $389K 2025-02-13 $40.23
2024 Q3 ADDED — — — 94,287 +83,383 +764.7% 0.13% $4.3M 2024-10-29 $40.58
2024 Q1 REDUCED 95.8% -1.2% ✅ 10,904 -247,656 -95.8% 0.32% $480K 2024-04-23 $38.79
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UTEN

As of 2026 Q2 — sorted by position size

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 3Y 7Y 3.73% ALTFEST L J & CO INC 3Y 7Y 3.48% WEALTHCARE CAPITAL MANAGEMENT LLC 3Y 7Y 1.54% Crew Capital Management, Ltd 3Y 0.99% STAPP WEALTH MANAGEMENT, PLLC 3Y 0.84% Stewardship Advisors, LLC 3Y 0.15% Global View Capital Management LLC 0.13% Foguth Wealth Management, LLC. 0.12% Valtinson Bruner Financial Planning LLC 3Y 7Y 0.06% Apollon Wealth Management, LLC 3Y 7Y 0.03%

FAQ About F/m Investments LLC and UTEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has F/m Investments LLC reported owning UTEN?

F/m Investments LLC reported UTEN across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported UTEN position in F/m Investments LLC's portfolio?

The largest reported portfolio weight for UTEN was 0.32% in 2024 Q1.

What is the latest reported UTEN position on this page?

The most recent filing on this page is 2026 Q2, when F/m Investments LLC reported 11,980 shares, equal to 0.03% of portfolio, with an estimated market value of $518K.

What does the chart on this UTEN ownership page compare?

The chart compares F/m Investments LLC's quarterly UTEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did F/m Investments LLC time their UTEN position?

Based on 13F filing dates vs. subsequent UTEN price moves, F/m Investments LLC correctly timed 4 out of 13 reported position changes (31%). The annualised alpha on UTEN relative to SPY over the holding period was -16.1%.

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