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PUFF WEALTH MANAGEMENT, LLC: UTES position timeline

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

PUFF WEALTH MANAGEMENT, LLC held 4,577 UTES shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,577 shares
    Change vs previous 13F +617 shares

    0.3% of the 13F portfolio, value $321,213.

    13F-HR 0002085853-26-001100 filed by PUFF WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,960 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $323,684.

    13F-HR 0002085853-26-000648 filed by PUFF WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).