LongView Wealth Management

Position in UTG — Reaves Utility Income Fund

CIK 1990190 ATLANTA, GA

Position in UTG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,742,003

+$95,317 QoQ

Shares Held

67,338

-0.1% QoQ

Ownership

0.074%

of shares outstanding

% of Portfolio

2.64%

of 13F equity value

Holder Rank

#38

of 264 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LongView Wealth Management holds $3,335,370 across 3 Asset Management names. UTG ranks #1 (82.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UTG	Reaves Utility Income Fund This page	67,338	$2,742,003
2	PCN	Pimco Corporate & Income Strategy Fund	34,759	$415,370
3	PFD	Flaherty & Crumrine Preferred & Income Fund Inc	15,305	$177,997

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,742,003	67,338	-0.1%	Shares	Sole	2026-07-17
2026-03-31	$2,646,686	67,380	+0.1%	Shares	Sole	2026-04-15
2025-12-31	$2,462,382	67,315	-3.5%	Shares	Sole	2026-01-13
2025-09-30	$2,763,296	69,745	+0.1%	Shares	Sole	2025-10-14
2025-06-30	$2,521,022	69,680	+0.1%	Shares	Sole	2025-07-11
2025-03-31	$2,265,174	69,612	-0.9%	Shares	Sole	2025-04-21
2024-12-31	$2,227,046	70,276	-6.5%	Shares	Sole	2025-01-15
2024-09-30	$2,467,016	75,191	+0.1%	Shares	Sole	2024-10-09
2024-06-30	$2,052,223	75,118	-0.3%	Shares	Sole	2024-07-22
2024-03-31	$2,030,977	75,333	-1.1%	Shares	Sole	2024-04-16
2023-12-31	$2,037,588	76,200	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.