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Disclosery

PFG Investments, LLC: UTES position timeline

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

PFG Investments, LLC held 36,182 UTES shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,182 shares
    Change vs previous 13F +1,716 shares

    0.11% of the 13F portfolio, value $2,957,529.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 34,466 shares
    Change vs previous 13F -1,416 shares

    0.13% of the 13F portfolio, value $2,753,817.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 35,882 shares
    Change vs previous 13F -775 shares

    0.13% of the 13F portfolio, value $2,832,900.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 36,657 shares
    Change vs previous 13F +168 shares

    0.16% of the 13F portfolio, value $3,058,680.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 36,489 shares
    Change vs previous 13F -366 shares

    0.16% of the 13F portfolio, value $2,758,581.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 36,855 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,380,853.

    13F-HR 0001754960-25-000234 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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