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Disclosery

LPL Financial LLC: UTES position timeline

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

LPL Financial LLC held 1,198,948 UTES shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,198,948 shares
    Change vs previous 13F +14,040 shares

    0.02% of the 13F portfolio, value $98,002,021.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 1,184,908 shares
    Change vs previous 13F +31,555 shares

    0.03% of the 13F portfolio, value $94,674,123.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 1,153,353 shares
    Change vs previous 13F +292,337 shares

    0.02% of the 13F portfolio, value $91,057,242.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 861,016 shares
    Change vs previous 13F +295,039 shares

    0.02% of the 13F portfolio, value $71,843,153.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 565,977 shares
    Change vs previous 13F +257,964 shares

    0.01% of the 13F portfolio, value $42,787,893.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 308,013 shares
    Change vs previous 13F +114,423 shares

    0.01% of the 13F portfolio, value $19,897,656.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 193,590 shares
    Change vs previous 13F +39,177 shares

    0.01% of the 13F portfolio, value $12,341,334.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 154,413 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,876,281.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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