Carnegie Lake Advisors LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,052,479 | 28,772 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $1,138,005 | 28,723 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $1,035,073 | 28,609 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $1,007,438 | 30,960 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $1,108,357 | 34,975 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $1,152,484 | 35,126 | Shares | Sole | 2024-11-04 |