Position in UTG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$23,617
+$835 QoQ
Shares Held
580
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#235
of 264 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Salomon & Ludwin, LLC holds $1,667,467 across 56 Asset Management names. UTG ranks #20 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
14,738 | $278,106 | |
| 2 | BLK |
BlackRock, Inc.
|
135 | $129,810 | |
| 3 | NTRS |
Northern Trust Corp
|
679 | $118,037 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
3,059 | $92,290 | |
| 5 | BX |
Blackstone Inc.
|
555 | $65,306 | |
| 6 | APO |
Apollo Global Management, Inc.
|
530 | $62,704 | |
| 7 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
2,048 | $56,688 | |
| 8 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
1,379 | $53,849 |
All Filings in UTG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,617 | 580 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $22,782 | 580 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $21,216 | 580 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $22,979 | 580 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $20,984 | 580 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $18,873 | 580 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $18,380 | 580 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $19,029 | 580 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $15,845 | 580 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $15,636 | 580 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $15,509 | 580 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $14,297 | 580 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||