COMMONWEALTH EQUITY SERVICES, LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $19,393,838 | 530,176 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $20,136,389 | 508,238 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $18,417,392 | 509,049 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $15,930,770 | 489,575 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $14,139,887 | 446,194 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $10,536,012 | 321,122 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $7,643,972 | 279,794 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $5,759,491 | 213,631 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $5,699,764 | 213,155 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $4,838,400 | 196,284 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $6,318,801 | 230,445 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $6,747,940 | 237,771 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $6,548,321 | 231,635 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $6,269,749 | 230,167 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $7,094,815 | 228,865 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $7,817,590 | 226,138 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $8,012,417 | 228,144 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $7,365,876 | 224,775 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $7,609,511 | 221,787 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $7,459,344 | 222,667 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $7,026,011 | 214,273 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $6,492,956 | 207,509 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $5,890,381 | 195,175 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $4,884,107 | 169,882 | Shares | Sole | 2020-05-11 |