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Biechele Royce Advisors: UTG position timeline

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

Biechele Royce Advisors held 24,350 UTG shares at 2024-09-30 per its 13F-HR filed 2024-10-29.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 24,350 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $799,000.

    13F-HR 0001730808-24-000008 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 24,350 shares
    Change vs previous 13F +2,200 shares

    0.22% of the 13F portfolio, value $665,000.

    13F-HR 0001730808-24-000006 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 22,150 shares
    Change vs previous 13F +1,400 shares

    0.2% of the 13F portfolio, value $598,000.

    13F-HR 0001730808-24-000004 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 20,750 shares
    Change vs previous 13F -2,750 shares

    0.18% of the 13F portfolio, value $555,000.

    13F-HR 0001730808-24-000002 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 23,500 shares
    Change vs previous 13F +1,420 shares

    0.21% of the 13F portfolio, value $579,000.

    13F-HR 0001730808-23-000008 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 22,080 shares
    Change vs previous 13F +500 shares

    0.21% of the 13F portfolio, value $606,000.

    13F-HR 0001730808-23-000006 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 21,580 shares
    Change vs previous 13F +2,050 shares

    0.23% of the 13F portfolio, value $612,000.

    13F-HR 0001730808-23-000004 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 19,530 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $552,000.

    13F-HR 0001730808-23-000002 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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