Integrated Wealth Concepts LLC

Position in UTL — Unitil Corp

CIK 1737109 WALTHAM, MA

Position in UTL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$63,913

New position

Shares Held

0

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#177

of 243 holders

Holding Since

Jun 2026

1 quarter on record

Utilities · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $7,285,650 across 6 Utilities - Diversified names. UTL ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	55,398	$5,135,948
2	AES	Aes Corp	101,017	$1,480,909
3	AVA	Avista Corp	10,882	$445,182
4	BIPH	Brookfield Infrastructure Partners L.P.	9,969	$153,721
5	UTL	Unitil Corp This page	0	$63,913
6	AQN	Algonquin Power & Utilities Corp.	1,020	$5,977

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,913	0	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.