HBW Advisory Services LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,987,805 | 109,016 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $1,451,954 | 36,647 | Shares | Sole | 2025-10-16 |
| 2025-06-30 | $1,162,933 | 32,143 | Shares | Sole | 2025-07-02 |
| 2025-03-31 | $1,035,097 | 31,810 | Shares | Sole | 2025-04-09 |
| 2024-12-31 | $1,242,089 | 39,195 | Shares | Sole | 2025-01-10 |
| 2024-09-30 | $1,255,704 | 38,272 | Shares | Sole | 2024-10-04 |
| 2024-06-30 | $4,989,588 | 182,635 | Shares | Sole | 2024-07-05 |
| 2024-03-31 | $4,521,218 | 167,701 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $4,484,324 | 167,701 | Shares | Sole | 2024-01-16 |
| 2023-09-30 | $4,070,084 | 165,115 | Shares | Sole | 2023-10-12 |
| 2023-06-30 | $3,331,831 | 121,511 | Shares | Sole | 2023-07-06 |
| 2023-03-31 | $2,990,116 | 105,360 | Shares | Sole | 2023-04-07 |
| 2022-12-31 | $2,892,529 | 102,318 | Shares | Sole | 2023-01-05 |
| 2022-09-30 | $2,661,756 | 97,715 | Shares | Sole | 2022-10-05 |
| 2022-06-30 | $2,828,099 | 91,229 | Shares | Sole | 2022-07-13 |
| 2022-03-31 | $3,267,590 | 94,521 | Shares | Sole | 2022-04-18 |
| 2021-12-31 | $3,037,704 | 86,495 | Shares | Sole | 2022-01-11 |
| 2021-09-30 | $2,346,332 | 71,600 | Shares | Sole | 2021-10-08 |