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First Heartland Consultants, Inc.: UTES position timeline

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

First Heartland Consultants, Inc. held 8,063 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 8,063 shares
    Change vs previous 13F +346 shares

    0.04% of the 13F portfolio, value $565,844.

    13F-HR 0001214659-26-012670 filed by First Heartland Consultants, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,717 shares
    Change vs previous 13F +620 shares

    0.04% of the 13F portfolio, value $630,796.

    13F-HR 0001214659-26-008353 filed by First Heartland Consultants, 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 7,097 shares
    Change vs previous 13F +105 shares

    0.04% of the 13F portfolio, value $567,058.

    13F-HR 0001214659-26-004432 filed by First Heartland Consultants, Inc.
    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 6,992 shares
    Change vs previous 13F +132 shares

    0.04% of the 13F portfolio, value $552,023.

    13F-HR 0001214659-26-000326 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,860 shares
    Change vs previous 13F +1,155 shares

    0.05% of the 13F portfolio, value $572,398.

    13F-HR 0001214659-25-016153 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,705 shares
    Change vs previous 13F +1,176 shares

    0.04% of the 13F portfolio, value $431,298.

    13F-HR 0001214659-25-012366 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,529 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $292,573.

    13F-HR 0001214659-25-007055 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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