Edge Financial Advisors LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,086,426 | 29,700 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $999,097 | 25,217 | Shares | Sole | 2025-10-31 |
| 2025-06-30 | $297,218 | 8,215 | Shares | Sole | 2025-07-24 |