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Disclosery

Wernau Asset Management Inc.: UTL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wernau Asset Management Inc. on UTL, newest first. How the timeline and the estimate are built.

Wernau Asset Management Inc. held 44,526 UTL 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 44,526 shares
    Change vs previous 13F +1,199 shares

    2.22% of the 13F portfolio, value $2,346,096.

    13F-HR 0001172661-26-002995 filed by Wernau Asset Management Inc.
    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 43,327 shares
    Change vs previous 13F +75 shares

    2.35% of the 13F portfolio, value $2,263,432.

    13F-HR 0001172661-26-001521 filed by Wernau Asset Management Inc.
    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 43,252 shares
    Change vs previous 13F +527 shares

    2.08% of the 13F portfolio, value $2,095,106.

    13F-HR 0001172661-26-000240 filed by Wernau Asset Management Inc.
    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 42,725 shares
    Change vs previous 13F +1,051 shares

    2.12% of the 13F portfolio, value $2,044,856.

    13F-HR 0001172661-25-004635 filed by Wernau Asset Management Inc.
    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 41,674 shares
    Change vs previous 13F -7,689 shares

    2.46% of the 13F portfolio, value $2,173,340.

    13F-HR 0001172661-25-003031 filed by Wernau Asset Management Inc.
    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 49,363 shares
    Change vs previous 13F +46 shares

    2.95% of the 13F portfolio, value $2,847,797.

    13F-HR 0001172661-25-001592 filed by Wernau Asset Management Inc.
    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 49,317 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $2,672,531.

    13F-HR 0001172661-25-000522 filed by Wernau Asset Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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