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Farther Finance Advisors, LLC: UTES position timeline

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

Farther Finance Advisors, LLC held 8,185 UTES shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,185 shares
    Change vs previous 13F -5,257 shares

    <0.01% of the 13F portfolio, value $574,423.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,442 shares
    Change vs previous 13F +13,194 shares

    0.01% of the 13F portfolio, value $1,098,749.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, 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 248 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,004.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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