Holdings in UTG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$3,358,153 |
91,803 |
-18.5%
|
Shares |
Sole |
2026-02-18 |
| 2025-09-30 |
$4,461,964 |
112,619 |
+0.7%
|
Shares |
Sole |
2025-11-17 |
| 2025-06-30 |
$4,044,598 |
111,791 |
+42.3%
|
Shares |
Sole |
2025-08-14 |
| 2025-03-31 |
$2,556,147 |
78,554 |
+34.4%
|
Shares |
Sole |
2025-05-15 |
| 2024-12-31 |
$1,852,819 |
58,467 |
+14.8%
|
Shares |
Sole |
2025-02-13 |
| 2024-09-30 |
$1,671,603 |
50,948 |
-27.3%
|
Shares |
Sole |
2024-11-14 |
| 2024-06-30 |
$1,915,022 |
70,096 |
-30.1%
|
Shares |
Sole |
2024-08-16 |
| 2024-03-31 |
$2,701,634 |
100,209 |
+216.3%
|
Shares |
Sole |
2024-05-14 |
| 2023-12-31 |
$847,176 |
31,682 |
+41045.5%
|
Shares |
Sole |
2024-02-13 |
| 2023-09-30 |
$1,898 |
77 |
-99.0%
|
Shares |
Sole |
2023-11-14 |
| 2023-06-30 |
$210,585 |
7,680 |
+10005.3%
|
Shares |
Sole |
2023-08-14 |
| 2023-03-31 |
$2,156 |
76 |
-91.3%
|
Shares |
Sole |
2023-05-12 |
| 2022-12-31 |
$24,707 |
874 |
-85.7%
|
Shares |
Sole |
2023-02-14 |
| 2021-12-31 |
$215,355 |
6,132 |
—
|
Shares |
Sole |
2022-02-17 |
