Skip to content
Disclosery

MONECO ADVISORS, LLC: UTES position timeline

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

MONECO ADVISORS, LLC held 55,215 UTES shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,215 shares
    Change vs previous 13F +2,980 shares

    0.28% of the 13F portfolio, value $4,513,242.

    13F-HR 0001765690-26-000011 filed by MONECO 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 52,235 shares
    Change vs previous 13F +3,056 shares

    0.32% of the 13F portfolio, value $4,173,603.

    13F-HR 0001765690-26-000007 filed by MONECO 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 49,179 shares
    Change vs previous 13F +4,678 shares

    0.31% of the 13F portfolio, value $3,882,674.

    13F-HR 0001765690-26-000005 filed by MONECO 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 44,501 shares
    Change vs previous 13F +1,939 shares

    0.31% of the 13F portfolio, value $3,713,167.

    13F-HR 0001765690-25-000013 filed by MONECO 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 42,562 shares
    Change vs previous 13F +24,513 shares

    0.3% of the 13F portfolio, value $3,217,674.

    13F-HR 0001765690-25-000002 filed by MONECO 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 18,049 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,165,964.

    13F-HR/A 0001765690-25-000006 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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