Steward Partners Investment Advisory, LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,264,497 | 34,568 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $1,251,793 | 31,595 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,193,867 | 32,998 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,012,449 | 31,114 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $993,386 | 31,347 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $984,989 | 30,021 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $786,378 | 28,784 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $737,841 | 27,368 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $641,412 | 23,987 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $545,997 | 22,150 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,059,947 | 38,656 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $1,541,828 | 54,328 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,338,188 | 47,336 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $1,318,279 | 48,395 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $1,434,401 | 46,271 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $1,544,656 | 44,682 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $1,556,834 | 44,329 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $1,297,757 | 39,602 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $1,387,016 | 40,426 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $2,049,396 | 61,176 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $1,821,877 | 55,562 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $1,588,405 | 50,764 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $1,547,388 | 51,272 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $1,484,276 | 51,627 | Shares | Sole | 2020-04-29 |