NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $569,733 | 15,575 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $617,081 | 15,575 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $563,503 | 15,575 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $506,810 | 15,575 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $493,571 | 15,575 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $514,296 | 15,675 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $409,800 | 15,000 | Shares | Sole | 2024-07-29 |
| 2024-03-31 | $404,400 | 15,000 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $312,991 | 11,705 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $1,975,672 | 80,149 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $2,416,250 | 88,120 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $2,589,760 | 91,253 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $2,540,031 | 89,849 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $2,656,608 | 97,526 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $2,912,481 | 93,951 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $3,196,895 | 92,476 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $3,531,245 | 100,548 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $3,178,722 | 97,001 | Shares | Sole | 2021-11-12 |