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BostonPremier Wealth LLC: UTES position timeline

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

BostonPremier Wealth LLC held 57,076 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 57,076 shares
    Change vs previous 13F +2,674 shares

    1.98% of the 13F portfolio, value $4,665,407.

    13F-HR 0001951757-26-001040 filed by BostonPremier Wealth 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 54,402 shares
    Change vs previous 13F +2,559 shares

    2.25% of the 13F portfolio, value $4,346,740.

    13F-HR 0001951757-26-000580 filed by BostonPremier Wealth 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 51,843 shares
    Change vs previous 13F +5,770 shares

    2.1% of the 13F portfolio, value $4,092,974.

    13F-HR 0001951757-26-000058 filed by BostonPremier Wealth 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 46,073 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $3,844,307.

    13F-HR 0001951757-25-001213 filed by BostonPremier Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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