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Addison Advisors LLC: UTL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Addison Advisors LLC on UTL, newest first. How the timeline and the estimate are built.

Addison Advisors LLC held 215 UTL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 215 shares
    Change vs previous 13F -215 shares

    0.01% of the 13F portfolio, value $11,329.

    13F-HR 0001843745-26-000003 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 430 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $22,464.

    13F-HR 0001843745-26-000002 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 430 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $20,830.

    13F-HR 0001843745-26-000001 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 430 shares
    Change vs previous 13F -215 shares

    <0.01% of the 13F portfolio, value $20,580.

    13F-HR 0001843745-25-000007 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 645 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $33,637.

    13F-HR 0001843745-25-000006 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).