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Aegis Wealth Management, Inc.: UTG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aegis Wealth Management, Inc. on UTG, newest first. How the timeline and the estimate are built.

Aegis Wealth Management, Inc. held 40,437 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,437 shares
    Change vs previous 13F -1,521 shares

    1.06% of the 13F portfolio, value $1,646,595.

    13F-HR 0002096565-26-000003 filed by Aegis Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 41,958 shares
    Change vs previous 13F -308 shares

    1.3% of the 13F portfolio, value $1,648,110.

    13F-HR 0002096565-26-000002 filed by Aegis Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,266 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $1,546,090.

    13F-HR 0002096565-26-000001 filed by Aegis Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).