Position in UTL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,744
+$3,924 QoQ
Shares Held
128
+137.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#211
of 243 holders
Holding Since
Sep 2024
8 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, 2026ROTHSCHILD INVESTMENT LLC holds $3,135,601 across 4 Utilities - Diversified names. UTL ranks #4 (0.2% of the industry book) .
All Filings in UTL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,744 | 128 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,820 | 54 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,276 | 47 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,196 | 25 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,043 | 20 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,153 | 20 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,354 | 25 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $605 | 10 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||