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Disclosery

Sunbeam Capital Management, LLC: UTES position timeline

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

Sunbeam Capital Management, LLC held 21,911 UTES shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,911 shares
    Change vs previous 13F +515 shares

    0.82% of the 13F portfolio, value $1,791,041.

    13F-HR 0001951757-26-001011 filed by Sunbeam Capital 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 21,396 shares
    Change vs previous 13F +1,786 shares

    0.98% of the 13F portfolio, value $1,709,559.

    13F-HR 0001951757-26-000624 filed by Sunbeam Capital 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 19,610 shares
    Change vs previous 13F -960 shares

    0.92% of the 13F portfolio, value $1,548,204.

    13F-HR 0001951757-26-000434 filed by Sunbeam Capital 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 20,570 shares
    Change vs previous 13F +3,805 shares

    1.07% of the 13F portfolio, value $1,716,336.

    13F-HR 0001951757-25-001203 filed by Sunbeam Capital Management, 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 16,765 shares
    Change vs previous 13F +8,106 shares

    0.96% of the 13F portfolio, value $1,267,467.

    13F-HR 0001951757-25-000932 filed by Sunbeam Capital Management, 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 8,659 shares
    Change vs previous 13F +303 shares

    0.53% of the 13F portfolio, value $559,380.

    13F-HR 0001951757-25-000518 filed by Sunbeam Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 8,356 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $532,702.

    13F-HR/A 0001951757-25-000274 filed by Sunbeam Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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