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Beacon Pointe Advisors, LLC: UTG position timeline

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

Beacon Pointe Advisors, LLC held 13,682 UTG shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,682 shares
    Change vs previous 13F +142 shares

    <0.01% of the 13F portfolio, value $557,143.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    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 13,540 shares
    Change vs previous 13F +88 shares

    <0.01% of the 13F portfolio, value $531,869.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    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 13,452 shares
    Change vs previous 13F -1,934 shares

    <0.01% of the 13F portfolio, value $492,069.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 15,386 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $609,587.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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