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Quadcap Wealth Management, LLC: UTES position timeline

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

Quadcap Wealth Management, LLC held 122,431 UTES shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,431 shares
    Change vs previous 13F +5,957 shares

    0.97% of the 13F portfolio, value $10,007,510.

    13F-HR 0001172661-26-002999 filed by Quadcap Wealth Management, 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 116,474 shares
    Change vs previous 13F +11,699 shares

    1.06% of the 13F portfolio, value $9,306,306.

    13F-HR 0001172661-26-002244 filed by Quadcap Wealth Management, 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 104,775 shares
    Change vs previous 13F +13,324 shares

    0.95% of the 13F portfolio, value $8,279,274.

    13F-HR 0001172661-26-000392 filed by Quadcap Wealth Management, 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 91,451 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $7,630,668.

    13F-HR 0001172661-25-005026 filed by Quadcap Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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