Position in UTL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,585
+$48 QoQ
Shares Held
106
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#215
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, 2026Bradley & Co. Private Wealth Management, LLC holds $5,585 across 1 Utilities - Diversified name. UTL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTL |
Unitil Corp
This page
|
106 | $5,585 |
All Filings in UTL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,585 | 106 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,537 | 106 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,134 | 106 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,073 | 106 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||