Position in UTG
as of Mar 31, 2026
· filed Jun 25, 2026
Position Value
$38,062
+$2,616 QoQ
Shares Held
969
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Paladin Partners, LLC holds $392,982 across 5 Asset Management names. UTG ranks #3 (9.7% of the industry book) .
All Filings in UTG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,062 | 969 | Shares | Sole | 2026-06-25 | |
| 2025-12-31 | $35,446 | 969 | Shares | Sole | 2026-06-25 | |
| No filing history on record for this holder in this stock. | ||||||