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KINGSWOOD WEALTH ADVISORS, LLC: UTES position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 27,172 UTES shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,172 shares
    Change vs previous 13F +4,626 shares

    0.09% of the 13F portfolio, value $2,221,039.

    13F-HR 0001987855-26-000003 filed by KINGSWOOD WEALTH ADVISORS, 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 22,546 shares
    Change vs previous 13F -9,153 shares

    0.09% of the 13F portfolio, value $1,801,425.

    13F-HR 0001987855-26-000002 filed by KINGSWOOD WEALTH ADVISORS, 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 31,699 shares
    Change vs previous 13F +1,584 shares

    0.12% of the 13F portfolio, value $2,502,636.

    13F-HR 0001987855-26-000001 filed by KINGSWOOD WEALTH ADVISORS, 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 30,115 shares
    Change vs previous 13F +2,523 shares

    0.15% of the 13F portfolio, value $2,512,796.

    13F-HR 0001987855-25-000008 filed by KINGSWOOD WEALTH ADVISORS, 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 27,592 shares
    Change vs previous 13F -609 shares

    0.16% of the 13F portfolio, value $2,085,955.

    13F-HR 0001987855-25-000005 filed by KINGSWOOD WEALTH ADVISORS, 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/A 28,201 shares
    Change vs previous 13F +2,515 shares

    0.17% of the 13F portfolio, value $1,821,785.

    13F-HR/A 0001987855-25-000007 filed by KINGSWOOD WEALTH ADVISORS, LLC
    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 25,686 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,637,482.

    13F-HR 0001987855-25-000001 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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