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Disclosery

Ted Buchan & Co: UTES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ted Buchan & Co on UTES, newest first. How the timeline and the estimate are built.

Ted Buchan & Co held 135,212 UTES shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,212 shares
    Change vs previous 13F +1,257 shares

    3.62% of the 13F portfolio, value $11,052,264.

    13F-HR 0001172661-26-002769 filed by Ted Buchan & Co
    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 133,955 shares
    Change vs previous 13F +7,620 shares

    3.89% of the 13F portfolio, value $10,703,028.

    13F-HR 0001172661-26-001862 filed by Ted Buchan & Co
    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 126,335 shares
    Change vs previous 13F +9,187 shares

    3.66% of the 13F portfolio, value $9,974,163.

    13F-HR 0001172661-26-000603 filed by Ted Buchan & Co
    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 117,148 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $9,774,835.

    13F-HR 0001172661-25-004703 filed by Ted Buchan & Co
    Filed (acceptance time not in the bulk data set), ingested

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