Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,580
-$98 QoQ
Shares Held
121
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,291
of 2,360 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Imprint Wealth LLC holds $54,267 across 6 Utilities - Regulated Electric names. SO ranks #3 (21.3% of the industry book) .
All Filings in SO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,580 | 121 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,678 | 121 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,276 | 244 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,477 | 100 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $2,609,255 | 36,371 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,956,558 | 27,903 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,833,388 | 28,328 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,949,367 | 27,749 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $2,283,406 | 32,817 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||