Position in UTL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,478
+$38 QoQ
Shares Held
85
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#218
of 243 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $224,046 across 4 Utilities - Diversified names. UTL ranks #3 (2.0% of the industry book) .
All Filings in UTL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,478 | 85 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,440 | 85 | Shares | Defined | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||