Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: UTG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 380,508 UTG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 380,508 shares
    Change vs previous 13F +14,647 shares

    0.02% of the 13F portfolio, value $15,494,291.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 365,861 shares
    Change vs previous 13F +22,695 shares

    0.03% of the 13F portfolio, value $14,371,010.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 343,166 shares
    Change vs previous 13F -12,525 shares

    0.02% of the 13F portfolio, value $12,553,013.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 355,691 shares
    Change vs previous 13F -3,425 shares

    0.03% of the 13F portfolio, value $14,092,469.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 359,116 shares
    Change vs previous 13F -8,079 shares

    0.03% of the 13F portfolio, value $12,992,823.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 367,195 shares
    Change vs previous 13F +9,825 shares

    0.03% of the 13F portfolio, value $11,948,519.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 357,370 shares
    Change vs previous 13F +180,506 shares

    0.03% of the 13F portfolio, value $11,325,069.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 176,864 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,802,912.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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