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Certified Advisory Corp: UTG position timeline

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

Certified Advisory Corp held 16,070 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 16,070 shares
    Change vs previous 13F +63 shares

    0.05% of the 13F portfolio, value $654,367.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 16,007 shares
    Change vs previous 13F -139 shares

    0.06% of the 13F portfolio, value $628,744.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 16,146 shares
    Change vs previous 13F -132 shares

    0.05% of the 13F portfolio, value $590,631.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 16,278 shares
    Change vs previous 13F +1,032 shares

    0.06% of the 13F portfolio, value $644,954.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 15,246 shares
    Change vs previous 13F -2,076 shares

    0.06% of the 13F portfolio, value $551,609.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 17,322 shares
    Change vs previous 13F +137 shares

    0.06% of the 13F portfolio, value $563,647.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 17,185 shares
    Change vs previous 13F +134 shares

    0.06% of the 13F portfolio, value $544,587.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 17,051 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $559,428.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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