Colony Group, LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $572,184 | 15,642 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $355,193 | 8,965 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $301,560 | 8,335 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $285,538 | 8,775 | Shares | Sole | 2025-05-20 |