Position in UTL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,633
+$536 QoQ
Shares Held
31
+47.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#226
of 243 holders
Holding Since
Sep 2025
4 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, 2026Physician Wealth Advisors, Inc. holds $25,849 across 5 Utilities - Diversified names. UTL ranks #4 (6.3% of the industry book) .
All Filings in UTL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,633 | 31 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,097 | 21 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,017 | 21 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,196 | 25 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||