Position in UTL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,266
+$2,887 QoQ
Shares Held
62
+785.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#220
of 243 holders
Holding Since
Dec 2024
2 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, 2026True Wealth Design, LLC holds $53,501 across 4 Utilities - Diversified names. UTL ranks #4 (6.1% of the industry book) .
All Filings in UTL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,266 | 62 | Shares | Sole | 2026-07-16 | |
| 2024-12-31 | $379 | 7 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||