Sterling Investment Advisors, Ltd.
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,925,618 | 189,328 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $7,561,675 | 190,855 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $6,959,548 | 192,359 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $6,025,789 | 185,181 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $5,664,207 | 178,738 | Shares | Sole | 2025-02-04 |
| 2024-09-30 | $5,730,627 | 174,661 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $4,668,605 | 170,886 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $4,226,680 | 156,776 | Shares | Sole | 2024-05-01 |
| 2023-12-31 | $3,290,196 | 123,044 | Shares | Sole | 2024-02-09 |
| 2022-06-30 | $52,514 | 1,694 | Shares | Sole | 2022-08-05 |
| 2022-03-31 | $58,561 | 1,694 | Shares | Sole | 2022-05-03 |
| 2021-12-31 | $59,493 | 1,694 | Shares | Sole | 2022-02-02 |
| 2021-09-30 | $55,512 | 1,694 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $58,121 | 1,694 | Shares | Sole | 2021-07-29 |
| 2021-03-31 | $75,408 | 2,251 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $73,711 | 2,248 | Shares | Sole | 2021-01-21 |
| 2020-09-30 | $70,058 | 2,239 | Shares | Sole | 2020-10-26 |
| 2020-06-30 | $67,271 | 2,229 | Shares | Sole | 2020-07-24 |
| 2020-03-31 | $63,825 | 2,220 | Shares | Sole | 2020-04-30 |