Holdings in UTG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$2,820,683 |
77,110 |
+9.8%
|
Shares |
Sole |
2026-01-26 |
| 2025-09-30 |
$2,783,106 |
70,245 |
+0.8%
|
Shares |
Sole |
2025-10-28 |
| 2025-06-30 |
$2,521,709 |
69,699 |
+0.1%
|
Shares |
Sole |
2025-07-15 |
| 2025-03-31 |
$2,264,784 |
69,600 |
+0.2%
|
Shares |
Sole |
2025-04-23 |
| 2024-12-31 |
$2,201,440 |
69,468 |
-0.2%
|
Shares |
Sole |
2025-01-22 |
| 2024-09-30 |
$2,283,444 |
69,596 |
+1.7%
|
Shares |
Sole |
2024-10-21 |
| 2024-06-30 |
$1,869,917 |
68,445 |
+7.6%
|
Shares |
Sole |
2024-08-02 |
| 2024-03-31 |
$1,715,707 |
63,639 |
+67.7%
|
Shares |
Sole |
2024-04-22 |
| 2023-12-31 |
$1,014,595 |
37,943 |
—
|
Shares |
Sole |
2024-01-29 |
