Vivaldi Capital Management, LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $576,135 | 15,750 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $631,939 | 15,950 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $880,983 | 24,350 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $792,349 | 24,350 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $771,651 | 24,350 | Shares | Sole | 2025-02-14 |