Position in UTG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$814,318
+$10,610 QoQ
Shares Held
19,998
-2.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#89
of 264 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Atlas Brown,Inc. holds $2,464,921 across 3 Asset Management names. UTG ranks #2 (33.0% of the industry book) .
All Filings in UTG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814,318 | 19,998 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $803,708 | 20,461 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $717,736 | 19,621 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $776,512 | 19,599 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $708,368 | 19,579 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $676,832 | 20,800 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $658,454 | 20,778 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $681,004 | 20,756 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $688,600 | 25,205 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $452,200 | 16,773 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $597,104 | 22,330 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $554,304 | 22,487 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $613,275 | 22,366 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $631,483 | 22,251 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $625,982 | 22,143 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $600,287 | 22,037 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $704,940 | 22,740 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $790,339 | 22,862 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $797,715 | 22,714 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $729,361 | 22,257 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $353,907 | 10,315 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||