Position in UTL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$38,885
+$594 QoQ
Shares Held
738
+0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#182
of 243 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $737,674 across 6 Utilities - Diversified names. UTL ranks #4 (5.3% of the industry book) .
All Filings in UTL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,885 | 738 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $38,291 | 733 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,688 | 200 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,294 | 236 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,307 | 236 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $13,614 | 236 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,788 | 236 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,296 | 236 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $12,222 | 236 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $10,470 | 200 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $10,514 | 200 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $8,542 | 200 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $10,142 | 200 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $11,408 | 200 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,272 | 200 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $9,290 | 200 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $11,744 | 200 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $9,198 | 200 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $58,865 | 1,376 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $72,833 | 1,375 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $51,629 | 1,130 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||