IFP Advisors, Inc
- SEC CIK
- 0001641866
- Latest filing
- Jul 20, 2026
UTL holding history
Unitil Corp in every 13F filed by IFP Advisors, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UTL overviewAll 13F holders of UTLFull Q2 2026 holdings
- Shares (Q2 2026)
- 21
- Value
- $1.11K
- % of portfolio
- <0.1%
- Quarters held
- 17
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | $1.11K | <0.1% | +16+320.0% | Added | Holders |
| Q1 2026 | 5 | $261 | <0.1% | +2+66.7% | Added | Holders |
| Q4 2025 | 3 | $145 | <0.1% | −26−89.7% | Reduced | Holders |
| Q3 2025 | 29 | $1.39K | <0.1% | −76−72.4% | Reduced | Holders |
| Q2 2025 | 105 | $5.89K | <0.1% | +105 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −1−100.0% | Sold out | Holders |
| Q4 2024 | 1 | $54 | <0.1% | +1 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −500−100.0% | Sold out | Holders |
| Q3 2023 | 500 | $21.4K | <0.1% | −1−0.2% | Reduced | Holders |
| Q2 2023 | 501 | $24.0K | <0.1% | +1+0.2% | Added | Holders |
| Q1 2023 | 500 | $24.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 500 | $24.0K | <0.1% | −32−6.0% | Reduced | Holders |
| Q3 2022 | 532 | $26.0K | <0.1% | +500+1,562.5% | Added | Holders |
| Q2 2022 | 32 | $2.00K | <0.1% | −32−50.0% | Reduced | Holders |
| Q1 2022 | 64 | $4.00K | <0.1% | +32+100.0% | Added | Holders |
| Q4 2021 | 32 | $1.00K | <0.1% | −30−48.4% | Reduced | Holders |
| Q3 2021 | 62 | $3.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 62 | $3.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2021 | 62 | $3.00K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.