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Aprio Wealth Management, LLC: UTES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aprio Wealth Management, LLC on UTES, newest first. How the timeline and the estimate are built.

Aprio Wealth Management, LLC held 223,983 UTES shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,983 shares
    Change vs previous 13F +8,749 shares

    0.9% of the 13F portfolio, value $18,308,342.

    13F-HR 0001398344-26-012645 filed by Aprio Wealth Management, 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 215,234 shares
    Change vs previous 13F +16,439 shares

    0.94% of the 13F portfolio, value $17,197,196.

    13F-HR 0001398344-26-008933 filed by Aprio Wealth Management, 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 198,795 shares
    Change vs previous 13F +20,516 shares

    0.9% of the 13F portfolio, value $15,694,905.

    13F-HR 0001803519-26-000001 filed by Aprio Wealth Management, 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 178,279 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $14,875,600.

    13F-HR 0001803519-25-000006 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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