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Disclosery

Family Legacy, Inc.: UTES position timeline

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

Family Legacy, Inc. held 40,679 UTES shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,679 shares
    Change vs previous 13F +1,777 shares

    0.79% of the 13F portfolio, value $2,854,852.

    13F-HR 0001706016-26-000012 filed by Family Legacy, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,902 shares
    Change vs previous 13F +1,418 shares

    0.85% of the 13F portfolio, value $3,179,849.

    13F-HR 0001706016-26-000008 filed by Family Legacy, Inc.
    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 37,484 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,994,972.

    13F-HR 0001706016-26-000006 filed by Family Legacy, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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