Position in UTL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,284
+$1,533 QoQ
Shares Held
350
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 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, 2026Advisory Services Network, LLC holds $2,373,368 across 1 Utilities - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
25,600 | $2,373,368 |
All Filings in UTL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,284 | 350 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $16,751 | 350 | Shares | Sole | 2025-11-18 | |
| 2023-12-31 | $26,285 | 500 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $77,118 | 1,352 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $96,043 | 1,870 | Shares | Sole | 2023-02-13 | |
| 2021-06-30 | $108,747 | 2,053 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $131,216 | 2,964 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $123,570 | 3,198 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $170,091 | 3,251 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||