Position in UTL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$61,173
+$18,337 QoQ
Shares Held
1,161
+41.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#178
of 243 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026SIGNATUREFD, LLC holds $1,526,431 across 6 Utilities - Diversified names. UTL ranks #5 (4.0% of the industry book) .
All Filings in UTL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,173 | 1,161 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $42,836 | 820 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $50,571 | 1,044 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $33,980 | 710 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $23,676 | 454 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $21,056 | 365 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $19,779 | 365 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $22,111 | 365 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $18,903 | 365 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $19,107 | 365 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $19,188 | 365 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,072 | 189 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $11,511 | 227 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $15,115 | 265 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $13,610 | 265 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $15,189 | 327 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $19,201 | 327 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $17,258 | 346 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $16,556 | 360 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $24,769 | 579 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $30,722 | 580 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $26,500 | 580 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $30,457 | 688 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $21,870 | 566 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $8,246 | 184 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,831 | 35 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||