Holdings in UTG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$8,202,040 |
224,222 |
+1.4%
|
Shares |
Sole |
2026-02-03 |
| 2025-09-30 |
$8,762,874 |
221,173 |
-11.3%
|
Shares |
Sole |
2025-10-23 |
| 2025-06-30 |
$9,023,074 |
249,394 |
-6.9%
|
Shares |
Sole |
2025-07-17 |
| 2025-03-31 |
$8,717,042 |
267,887 |
+6.4%
|
Shares |
Sole |
2025-04-15 |
| 2024-12-31 |
$7,978,654 |
251,772 |
+46.6%
|
Shares |
Sole |
2025-01-24 |
| 2024-09-30 |
$5,635,708 |
171,768 |
+192.2%
|
Shares |
Sole |
2024-10-17 |
| 2024-06-30 |
$1,605,951 |
58,783 |
+28.8%
|
Shares |
Sole |
2024-07-23 |
| 2024-03-31 |
$1,230,157 |
45,629 |
—
|
Shares |
Sole |
2024-04-24 |
