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Disclosery

Horizon Investments, LLC: UTES position timeline

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

Horizon Investments, LLC held 26 UTES shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $2,125.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, 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 52 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $4,155.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, 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 26 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,053.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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