Position in UTL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$579
+$5 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#232
of 243 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $51,514 across 4 Utilities - Diversified names. UTL ranks #4 (1.1% of the industry book) .
All Filings in UTL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $579 | 11 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $574 | 11 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $532 | 11 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $526 | 11 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $677 | 13 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $749 | 13 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $704 | 13 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $787 | 13 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $673 | 13 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $680 | 13 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $683 | 13 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $555 | 13 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $659 | 13 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $741 | 13 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $564 | 11 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $510 | 11 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||