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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.7M | 36k | 47.86 |
| 2025-06-30 | $2.2M | 42k | 52.15 |
| 2025-03-31 | $2.7M | 47k | 57.69 |
| 2024-12-31 | $1.2M | 22k | 54.19 |
| 2024-09-30 | $952k | 16k | 60.58 |
| 2024-06-30 | $1.1M | 21k | 51.79 |
| 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
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