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COMMONWEALTH EQUITY SERVICES, LLC: UTES position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 185,173 UTES shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 185,173 shares
    Change vs previous 13F -3,644 shares

    0.02% of the 13F portfolio, value $15,136,063.

    13F-HR 0000312272-26-000020 filed by COMMONWEALTH EQUITY SERVICES, 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 188,817 shares
    Change vs previous 13F +35,203 shares

    0.02% of the 13F portfolio, value $15,086,440.

    13F-HR 0000312272-26-000018 filed by COMMONWEALTH EQUITY SERVICES, 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 153,614 shares
    Change vs previous 13F +79,453 shares

    0.02% of the 13F portfolio, value $12,127,816.

    13F-HR 0000312272-26-000007 filed by COMMONWEALTH EQUITY SERVICES, 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 74,161 shares
    Change vs previous 13F -9,363 shares

    0.01% of the 13F portfolio, value $6,188,000.

    13F-HR 0000312272-25-000021 filed by COMMONWEALTH EQUITY SERVICES, 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 83,524 shares
    Change vs previous 13F +31,685 shares

    0.01% of the 13F portfolio, value $6,314,000.

    13F-HR 0000312272-25-000015 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 51,839 shares
    Change vs previous 13F +6,999 shares

    <0.01% of the 13F portfolio, value $3,349,000.

    13F-HR 0000312272-25-000010 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 44,840 shares
    Change vs previous 13F +15,628 shares

    <0.01% of the 13F portfolio, value $2,859,000.

    13F-HR 0000312272-25-000002 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 29,212 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,868,000.

    13F-HR 0000312272-24-000020 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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