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Disclosery

Red Mountain Financial, LLC: UTES position timeline

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

Red Mountain Financial, LLC held 7,077 UTES shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,077 shares
    Change vs previous 13F +17 shares

    0.49% of the 13F portfolio, value $578,513.

    13F-HR 0001997650-26-000004 filed by Red Mountain Financial, 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 7,060 shares
    Change vs previous 13F -108 shares

    0.53% of the 13F portfolio, value $564,083.

    13F-HR 0001997650-26-000002 filed by Red Mountain Financial, 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 7,168 shares
    Change vs previous 13F -478 shares

    0.56% of the 13F portfolio, value $565,919.

    13F-HR 0001997650-26-000001 filed by Red Mountain Financial, 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 7,646 shares
    Change vs previous 13F +2,157 shares

    0.65% of the 13F portfolio, value $637,965.

    13F-HR 0001997650-25-000007 filed by Red Mountain Financial, 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/A 5,489 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $414,937.

    13F-HR/A 0001997650-25-000005 filed by Red Mountain Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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