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Kingsview Wealth Management, LLC: UTES position timeline

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

Kingsview Wealth Management, LLC held 9,356 UTES shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,356 shares
    Change vs previous 13F +685 shares

    0.01% of the 13F portfolio, value $764,759.

    13F-HR 0001791965-26-000005 filed by Kingsview Wealth 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 8,671 shares
    Change vs previous 13F -25 shares

    0.01% of the 13F portfolio, value $692,813.

    13F-HR 0001791965-26-000003 filed by Kingsview Wealth 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 8,696 shares
    Change vs previous 13F +3,115 shares

    0.01% of the 13F portfolio, value $686,549.

    13F-HR 0001791965-26-000001 filed by Kingsview Wealth 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 5,581 shares
    Change vs previous 13F -297 shares

    0.01% of the 13F portfolio, value $465,679.

    13F-HR 0001791965-25-000007 filed by Kingsview Wealth 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 5,878 shares
    Change vs previous 13F +948 shares

    0.01% of the 13F portfolio, value $444,377.

    13F-HR 0001791965-25-000005 filed by Kingsview Wealth 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 4,930 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $318,478.

    13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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