Position in UTL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,552
+$259 QoQ
Shares Held
68
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026Parkside Financial Bank & Trust holds $203,809 across 4 Utilities - Diversified names. UTL ranks #4 (1.7% of the industry book) .
All Filings in UTL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,552 | 68 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,293 | 68 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $717 | 15 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $260 | 5 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $288 | 5 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $270 | 5 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $302 | 5 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $258 | 5 | Shares | Defined | 2024-08-05 | |
| 2024-03-31 | $261 | 5 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $262 | 5 | Shares | Defined | 2024-02-01 | |
| 2023-09-30 | $1,195 | 28 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,724 | 34 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,939 | 34 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $1,746 | 34 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,579 | 34 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $293 | 5 | Shares | Defined | 2022-07-13 | |
| 2022-03-31 | $249 | 5 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $229 | 5 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $1,497 | 35 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $317 | 6 | Shares | Defined | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||