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Disclosery

WNY Asset Management, LLC: UTES position timeline

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

WNY Asset Management, LLC held 45,281 UTES shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,281 shares
    Change vs previous 13F -3,914 shares

    0.33% of the 13F portfolio, value $3,701,306.

    13F-HR 0002085853-26-001032 filed by WNY Asset 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 49,195 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,930,695.

    13F-HR 0002085853-26-000609 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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