JBR Co Financial Management Inc
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,198,456 | 142,112 | Shares | Sole | 2026-01-06 |
| 2025-09-30 | $5,713,758 | 144,214 | Shares | Sole | 2025-10-14 |
| 2025-06-30 | $4,768,958 | 131,812 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $4,429,149 | 136,114 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $3,903,257 | 123,170 | Shares | Sole | 2025-02-04 |
| 2024-09-30 | $3,825,908 | 116,608 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $3,328,286 | 121,826 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $3,055,349 | 113,329 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $3,140,826 | 117,458 | Shares | Sole | 2024-04-19 |