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Ameritas Investment Partners, Inc.: UTES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ameritas Investment Partners, Inc. on UTES, newest first. How the timeline and the estimate are built.

Ameritas Investment Partners, Inc. held 4,736 UTES shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,736 shares
    Change vs previous 13F +4,690 shares

    <0.01% of the 13F portfolio, value $387,120.

    13F-HR 0001901275-26-000010 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 46 shares
    • Ameritas Advisory Services, LLC: 4,690 shares

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

  2. period ended2026-03-31
    13F 46 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,664.

    13F-HR 0001055980-26-000003 filed by Ameritas Investment Partners, 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 46 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $3,606.

    13F-HR 0001055980-26-000002 filed by Ameritas Investment Partners, 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 45 shares
    Change vs previous 13F -1,112 shares

    <0.01% of the 13F portfolio, value $3,792.

    13F-HR 0001055980-25-000009 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 45 shares
    • Ameritas Advisory Services, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 1,157 shares
    Change vs previous 13F -3,699 shares

    <0.01% of the 13F portfolio, value $87,493.

    13F-HR 0001901275-25-000012 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 45 shares
    • Ameritas Advisory Services, LLC: 1,112 shares

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

  6. period ended2025-03-31
    13F 4,856 shares
    Change vs previous 13F -567 shares

    0.01% of the 13F portfolio, value $313,709.

    13F-HR 0001901275-25-000005 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 45 shares
    • Ameritas Advisory Services, LLC: 4,811 shares

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

  7. period ended2024-12-31
    13F 5,423 shares
    Change vs previous 13F +5,423 shares

    0.01% of the 13F portfolio, value $345,716.

    13F-HR 0001901275-25-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001901275-24-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.