Latest filings (excl ownership)
N-CSRS
Certified semi-annual shareholder report (management investment company)
5 Sep 24
N-PX
Annual report of proxy voting record
9 Aug 24
N-CEN
Annual report (registered investment company)
15 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
6 Mar 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
29 Aug 23
N-PX
Annual report of proxy voting record
10 Jul 23
N-CEN
Annual report (registered investment company)
16 Mar 23
N-CSR
Certified annual shareholder report (management investment company)
2 Mar 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
29 Aug 22
N-PX
Annual report of proxy voting record
1 Aug 22
N-CEN
Annual report (registered investment company)
15 Mar 22
N-CSR
Certified annual shareholder report (management investment company)
3 Mar 22
EFFECT
Notice of effectiveness
27 Dec 21
CORRESP
Correspondence with SEC
19 Nov 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
13 Sep 21
N-PX
Annual report of proxy voting record
1 Sep 21
Latest ownership filings
NPORT-P
Universal Via Asset Allocation - Conservative Portfolio (Jun 2024 report)
27 Aug 24
NPORT-P
Universal Via Asset Allocation - Moderate Growth Portfolio (Jun 2024 report)
27 Aug 24
NPORT-P
Universal Via Asset Allocation - International Growth Portfolio (Jun 2024 report)
27 Aug 24
NPORT-P
Universal Via Asset Allocation - Moderate Portfolio (Jun 2024 report)
27 Aug 24
NPORT-P
Universal Via Asset Allocation - Growth Portfolio (Jun 2024 report)
27 Aug 24
NPORT-P
Universal Via Asset Allocation - International Growth Portfolio (Mar 2024 report)
29 May 24
NPORT-P
Universal Via Asset Allocation - Growth Portfolio (Mar 2024 report)
29 May 24
NPORT-P
Universal Via Asset Allocation - Moderate Growth Portfolio (Mar 2024 report)
29 May 24
NPORT-P
Universal Via Asset Allocation - Conservative Portfolio (Mar 2024 report)
29 May 24
NPORT-P
Universal Via Asset Allocation - Moderate Portfolio (Mar 2024 report)
29 May 24
NPORT-P
Universal Via Asset Allocation - Moderate Portfolio (Dec 2023 report)
29 Feb 24
NPORT-P
Universal Via Asset Allocation - Moderate Growth Portfolio (Dec 2023 report)
29 Feb 24
NPORT-P
Universal Via Asset Allocation - International Growth Portfolio (Dec 2023 report)
29 Feb 24
NPORT-P
Universal Via Asset Allocation - Conservative Portfolio (Dec 2023 report)
29 Feb 24
NPORT-P
Universal Via Asset Allocation - Growth Portfolio (Dec 2023 report)
29 Feb 24
NPORT-P
Universal Via Asset Allocation - Conservative Portfolio (Sep 2023 report)
29 Nov 23
NPORT-P
Universal Via Asset Allocation - Moderate Portfolio (Sep 2023 report)
29 Nov 23
NPORT-P
Universal Via Asset Allocation - Moderate Growth Portfolio (Sep 2023 report)
29 Nov 23
NPORT-P
Universal Via Asset Allocation - Growth Portfolio (Sep 2023 report)
29 Nov 23
NPORT-P
Universal Via Asset Allocation - International Growth Portfolio (Sep 2023 report)
29 Nov 23
NPORT-P
Universal Via Asset Allocation - Growth Portfolio (Jun 2023 report)
23 Aug 23
NPORT-P
Universal Via Asset Allocation - Conservative Portfolio (Jun 2023 report)
23 Aug 23
NPORT-P
Universal Via Asset Allocation - Moderate Growth Portfolio (Jun 2023 report)
23 Aug 23
NPORT-P
Universal Via Asset Allocation - Moderate Portfolio (Jun 2023 report)
23 Aug 23
NPORT-P
Universal Via Asset Allocation - International Growth Portfolio (Jun 2023 report)
23 Aug 23
NPORT-P
Universal Via Asset Allocation - International Growth Portfolio (Mar 2023 report)
26 May 23
NPORT-P
Universal Via Asset Allocation - Moderate Growth Portfolio (Mar 2023 report)
26 May 23
NPORT-P
Universal Via Asset Allocation - Conservative Portfolio (Mar 2023 report)
26 May 23
NPORT-P
Universal Via Asset Allocation - Moderate Portfolio (Mar 2023 report)
26 May 23
NPORT-P
Universal Via Asset Allocation - Growth Portfolio (Mar 2023 report)
26 May 23
NPORT-P
Universal Via Asset Allocation - International Growth Portfolio (Dec 2022 report)
1 Mar 23
NPORT-P
Universal Via Asset Allocation - Growth Portfolio (Dec 2022 report)
1 Mar 23
NPORT-P
Universal Via Asset Allocation - Moderate Portfolio (Dec 2022 report)
1 Mar 23
NPORT-P
Universal Via Asset Allocation - Conservative Portfolio (Dec 2022 report)
1 Mar 23
NPORT-P
Universal Via Asset Allocation - Moderate Growth Portfolio (Dec 2022 report)
1 Mar 23
NPORT-P
Universal Via Asset Allocation - Growth Portfolio (Sep 2022 report)
16 Nov 22
NPORT-P
Universal Via Asset Allocation - International Growth Portfolio (Sep 2022 report)
16 Nov 22
NPORT-P
Universal Via Asset Allocation - Conservative Portfolio (Sep 2022 report)
16 Nov 22
NPORT-P
Universal Via Asset Allocation - Moderate Portfolio (Sep 2022 report)
16 Nov 22
NPORT-P
Universal Via Asset Allocation - Moderate Growth Portfolio (Sep 2022 report)
16 Nov 22