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Disclosery

Elm3 Financial Group, LLC: UTES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elm3 Financial Group, LLC on UTES, newest first. How the timeline and the estimate are built.

Elm3 Financial Group, LLC held 10,657 UTES shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,657 shares
    Change vs previous 13F -1,619 shares

    0.5% of the 13F portfolio, value $747,920.

    13F-HR 0002011201-26-000005 filed by Elm3 Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,276 shares
    Change vs previous 13F -1,030 shares

    0.69% of the 13F portfolio, value $1,003,470.

    13F-HR 0002011201-26-000003 filed by Elm3 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,306 shares
    Change vs previous 13F +995 shares

    0.9% of the 13F portfolio, value $1,063,136.

    13F-HR 0002011201-26-000002 filed by Elm3 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,311 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $971,963.

    13F-HR 0002011201-26-000001 filed by Elm3 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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