Unitil Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Unitil Corporation (UTL) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Unitil Corporation
Tip: Access up to 7 years of quarterly data
All positions including Unitil Corporation held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Unitil Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $962k | 18k | 52.35 |
| 2023-09-30 | $281k | 6.6k | 42.71 |
| 2023-06-30 | $511k | 10k | 50.71 |
| 2023-03-31 | $429k | 7.5k | 57.04 |
| 2022-12-31 | $332k | 6.5k | 51.36 |
| 2022-09-30 | $204k | 4.4k | 46.34 |
| 2022-06-30 | $290k | 4.9k | 58.63 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management