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Disclosery

Global Trust Asset Management, LLC: UTES position timeline

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

Global Trust Asset Management, LLC held 150 UTES shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150 shares
    Change vs previous 13F -1,010 shares

    <0.01% of the 13F portfolio, value $12,261.

    13F-HR 0001398344-26-013295 filed by Global Trust 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 1,160 shares
    Change vs previous 13F -1,100 shares

    0.04% of the 13F portfolio, value $92,684.

    13F-HR 0001398344-26-006956 filed by Global Trust 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 2,260 shares
    Change vs previous 13F -4,170 shares

    0.07% of the 13F portfolio, value $178,427.

    13F-HR 0001398344-26-000855 filed by Global Trust Asset Management, LLC
    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 6,430 shares
    Change vs previous 13F +2,210 shares

    0.24% of the 13F portfolio, value $536,519.

    13F-HR 0001398344-25-019886 filed by Global Trust Asset Management, LLC
    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 4,220 shares
    Change vs previous 13F +3,620 shares

    0.17% of the 13F portfolio, value $319,032.

    13F-HR 0001398344-25-013254 filed by Global Trust Asset Management, LLC
    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 600 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $38,760.

    13F-HR 0001398344-25-007282 filed by Global Trust Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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