HBK Sorce Advisory LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $514,570 | 14,067 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $517,714 | 13,067 | Shares | Sole | 2025-10-16 |
| 2025-06-30 | $472,764 | 13,067 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $382,833 | 11,765 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $371,818 | 11,733 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $296,208 | 9,028 | Shares | Sole | 2024-11-12 |
| 2022-12-31 | $339,579 | 12,012 | Shares | Sole | 2023-02-09 |