Position in UTL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,403
+$373 QoQ
Shares Held
596
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#183
of 243 holders
Holding Since
Jun 2024
8 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, 2026Larson Financial Group LLC holds $724,313 across 5 Utilities - Diversified names. UTL ranks #4 (4.3% of the industry book) .
All Filings in UTL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,403 | 596 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $31,030 | 594 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,773 | 594 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $4,067 | 78 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $692 | 12 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $108 | 2 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,419 | 172 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $103 | 2 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||