XML Financial, LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,003,938 | 27,445 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,880,761 | 47,470 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $1,796,517 | 49,655 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $1,559,316 | 47,920 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $1,346,856 | 42,501 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $1,242,186 | 37,860 | Shares | Sole | 2024-11-01 |
| 2024-06-30 | $476,843 | 17,454 | Shares | Sole | 2024-07-22 |