MAI Capital Management
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $625,847 | 17,109 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $455,986 | 11,509 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $189,293 | 5,232 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $169,077 | 5,196 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $100,805 | 3,181 | Shares | Sole | 2025-02-14 |