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STEEL GROVE CAPITAL ADVISORS, LLC: UTES position timeline

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

STEEL GROVE CAPITAL ADVISORS, LLC held 45,669 UTES shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 45,669 shares
    Change vs previous 13F +774 shares

    0.29% of the 13F portfolio, value $3,205,081.

    13F-HR 0001214659-26-012809 filed by STEEL GROVE CAPITAL ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 44,895 shares
    Change vs previous 13F +1,042 shares

    0.34% of the 13F portfolio, value $3,669,742.

    13F-HR 0001214659-26-009087 filed by STEEL GROVE CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 43,853 shares
    Change vs previous 13F +573 shares

    0.37% of the 13F portfolio, value $3,503,894.

    13F-HR 0001214659-26-005702 filed by STEEL GROVE CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 43,280 shares
    Change vs previous 13F +4,530 shares

    0.36% of the 13F portfolio, value $3,416,943.

    13F-HR 0001214659-26-001349 filed by STEEL GROVE CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 38,750 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $2,929,500.

    13F-HR 0001214659-25-016501 filed by STEEL GROVE CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 38,750 shares
    Change vs previous 13F +639 shares

    0.35% of the 13F portfolio, value $2,929,500.

    13F-HR 0001214659-25-011101 filed by STEEL GROVE CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 38,111 shares
    Change vs previous 13F +10,397 shares

    0.37% of the 13F portfolio, value $2,461,971.

    13F-HR 0001214659-25-006144 filed by STEEL GROVE CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 27,714 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,766,768.

    13F-HR 0001214659-25-002666 filed by STEEL GROVE CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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