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Kraft, Davis & Associates, LLC: UTES position timeline

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

Kraft, Davis & Associates, LLC held 135,728 UTES shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,728 shares
    Change vs previous 13F +4,226 shares

    2.28% of the 13F portfolio, value $10,913,714.

    13F-HR 0001919438-26-000009 filed by Kraft, Davis & Associates, 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 131,502 shares
    Change vs previous 13F -1,619 shares

    2.35% of the 13F portfolio, value $11,012,791.

    13F-HR 0001919438-26-000005 filed by Kraft, Davis & Associates, 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 133,121 shares
    Change vs previous 13F +867 shares

    2.37% of the 13F portfolio, value $10,580,597.

    13F-HR 0001919438-26-000002 filed by Kraft, Davis & Associates, 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 132,254 shares
    Change vs previous 13F +72 shares

    2.75% of the 13F portfolio, value $11,301,470.

    13F-HR 0001919438-25-000008 filed by Kraft, Davis & Associates, 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 132,182 shares
    Change vs previous 13F -556 shares

    2.87% of the 13F portfolio, value $10,459,629.

    13F-HR 0001085146-25-004232 filed by Kraft, Davis & Associates, 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 132,738 shares
    Change vs previous 13F -2,876 shares

    2.75% of the 13F portfolio, value $8,520,438.

    13F-HR 0001085146-25-002305 filed by Kraft, Davis & Associates, 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 135,614 shares
    Change vs previous 13F +1,522 shares

    2.71% of the 13F portfolio, value $9,478,146.

    13F-HR 0001085146-25-001214 filed by Kraft, Davis & Associates, LLC
    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 134,092 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $8,609,943.

    13F-HR 0001085146-24-005450 filed by Kraft, Davis & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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