Smith Asset Management Co., LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,816,916 | 77,007 | Shares | Sole | 2026-02-19 |
| 2025-09-30 | $3,140,281 | 79,260 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $2,892,120 | 79,937 | Shares | Sole | 2025-11-03 |
| 2025-03-31 | $2,624,676 | 80,660 | Shares | Sole | 2025-05-19 |
| 2024-12-31 | $2,563,309 | 80,887 | Shares | Sole | 2025-07-16 |