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WBI INVESTMENTS, LLC: UTES position timeline

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

WBI INVESTMENTS, LLC held 5,993 UTES shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,993 shares
    Change vs previous 13F +1,174 shares

    0.12% of the 13F portfolio, value $489,860.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, 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 4,819 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $385,038.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 4,819 shares
    • MILLINGTON SECURITIES, LLC: 4,819 shares (included in another member's report, not added)

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