Position in UTL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,424
-$337 QoQ
Shares Held
65
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#221
of 245 holders
Holding Since
Mar 2024
10 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, 2026Cornerstone Planning Group LLC holds $380,441 across 5 Utilities - Diversified names. UTL ranks #2 (0.9% of the industry book) .
All Filings in UTL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,424 | 65 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,761 | 72 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,809 | 58 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,408 | 113 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $573 | 11 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $634 | 11 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $596 | 11 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $666 | 11 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $569 | 11 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $575 | 11 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||