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Disclosery

Flaharty Asset Management, LLC: UTES position timeline

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

Flaharty Asset Management, LLC held 10,904 UTES shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,904 shares
    Change vs previous 13F -103,535 shares

    1.27% of the 13F portfolio, value $884,835.

    13F-HR 0001420506-26-001202 filed by Flaharty Asset Management, 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 114,439 shares
    Change vs previous 13F +4,051 shares

    1.14% of the 13F portfolio, value $9,143,675.

    13F-HR 0001420506-26-000797 filed by Flaharty Asset Management, 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 110,388 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $8,787,564.

    13F-HR 0001420506-26-000194 filed by Flaharty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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