Position in UTL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$368
+$264 QoQ
Shares Held
7
+250.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#237
of 243 holders
Holding Since
Dec 2025
3 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, 2026GILPIN WEALTH MANAGEMENT, LLC holds $3,283 across 3 Utilities - Diversified names. UTL ranks #3 (11.2% of the industry book) .
All Filings in UTL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368 | 7 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $104 | 2 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $96 | 2 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||