Holdings in UTG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,907,171 |
52,137 |
-0.2%
|
Shares |
Sole |
2026-01-29 |
| 2025-09-30 |
$2,069,590 |
52,236 |
+2.1%
|
Shares |
Sole |
2025-11-14 |
| 2025-06-30 |
$1,851,439 |
51,173 |
-8.0%
|
Shares |
Sole |
2025-07-08 |
| 2025-03-31 |
$1,809,516 |
55,609 |
+102879.6%
|
Shares |
Sole |
2025-04-09 |
| 2024-12-31 |
$1,711 |
54 |
-99.9%
|
Shares |
Sole |
2025-01-22 |
| 2024-09-30 |
$1,709,630 |
52,107 |
+4.4%
|
Shares |
Sole |
2024-10-15 |
| 2024-06-30 |
$1,364,142 |
49,932 |
+10.7%
|
Shares |
Sole |
2024-07-10 |
| 2024-03-31 |
$1,215,815 |
45,097 |
-38.0%
|
Shares |
Sole |
2024-04-05 |
| 2023-12-31 |
$1,943,677 |
72,688 |
-0.1%
|
Shares |
Sole |
2024-02-07 |
| 2023-09-30 |
$1,793,903 |
72,775 |
—
|
Shares |
Sole |
2023-11-03 |
