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Disclosery

&PARTNERS: UTES position timeline

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

&PARTNERS held 24,667 UTES shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,667 shares
    Change vs previous 13F +3,871 shares

    0.01% of the 13F portfolio, value $2,016,321.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 20,796 shares
    Change vs previous 13F +6,333 shares

    0.01% of the 13F portfolio, value $1,661,600.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 14,463 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,141,854.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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