ORG Wealth Partners, LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,244,194 | 34,014 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $23,772 | 600 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $21,382 | 591 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $18,905 | 581 | Shares | Sole | 2025-04-21 |