Position in UTL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,054
+$1,911 QoQ
Shares Held
39
+1200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#222
of 243 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Fortitude Family Office, LLC holds $54,855 across 4 Utilities - Diversified names. UTL ranks #4 (3.7% of the industry book) .
All Filings in UTL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,054 | 39 | Shares | Sole | 2026-07-20 | |
| 2025-09-30 | $143 | 3 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,484 | 86 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,961 | 86 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,660 | 86 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $5,209 | 86 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,453 | 86 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,502 | 86 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $4,521 | 86 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||