Pensionmark Financial Group, LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,306,039 | 63,041 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $1,802,313 | 45,490 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $1,455,195 | 40,221 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $1,913,091 | 58,792 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $354,199 | 11,177 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $262,709 | 8,007 | Shares | Sole | 2024-11-25 |