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Disclosery

Glassman Wealth Services: UTES position timeline

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

Glassman Wealth Services held 4,652 UTES shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,652 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $380,254.

    13F-HR 0001642160-26-000005 filed by Glassman Wealth Services
    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 4,652 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $371,695.

    13F-HR 0001642160-26-000003 filed by Glassman Wealth Services
    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 4,652 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $367,275.

    13F-HR 0001642160-26-000001 filed by Glassman Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,652 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $388,163.

    13F-HR 0001642160-25-000008 filed by Glassman Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,652 shares
    Change vs previous 13F +695 shares

    0.05% of the 13F portfolio, value $351,691.

    13F-HR 0001642160-25-000007 filed by Glassman Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,957 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $255,622.

    13F-HR 0001642160-25-000003 filed by Glassman Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,957 shares
    Change vs previous 13F +1,217 shares

    0.04% of the 13F portfolio, value $252,259.

    13F-HR 0001642160-25-000002 filed by Glassman Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,740 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $175,250.

    13F-HR 0001642160-24-000006 filed by Glassman Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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