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Ballew Advisors, Inc: UTG position timeline

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

Ballew Advisors, Inc held 6,123 UTG shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,123 shares
    Change vs previous 13F +104 shares

    0.11% of the 13F portfolio, value $216,031.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,019 shares
    Change vs previous 13F +85 shares

    0.12% of the 13F portfolio, value $239,863.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,934 shares
    Change vs previous 13F +89 shares

    0.14% of the 13F portfolio, value $244,230.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,845 shares
    Change vs previous 13F +92 shares

    0.12% of the 13F portfolio, value $216,727.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,753 shares
    Change vs previous 13F +89 shares

    0.13% of the 13F portfolio, value $238,053.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,664 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $203,682.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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