Position in UTG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$393,640
+$13,921 QoQ
Shares Held
9,667
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#136
of 264 holders
Holding Since
Jun 2024
9 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, 2026Leslie Global Wealth, LLC holds $393,640 across 1 Asset Management name. UTG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
This page
|
9,667 | $393,640 |
All Filings in UTG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,640 | 9,667 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $379,719 | 9,667 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $353,618 | 9,667 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $383,006 | 9,667 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $349,752 | 9,667 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $314,564 | 9,667 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $306,347 | 9,667 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $317,174 | 9,667 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $264,102 | 9,667 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||