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Cetera Investment Advisers: UTG position timeline

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

Cetera Investment Advisers held 161,288 UTG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,288 shares
    Change vs previous 13F -3,960 shares

    0.01% of the 13F portfolio, value $6,567,620.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 165,248 shares
    Change vs previous 13F -3,322 shares

    0.01% of the 13F portfolio, value $6,490,942.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 168,570 shares
    Change vs previous 13F -10,995 shares

    0.01% of the 13F portfolio, value $6,166,283.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 179,565 shares
    Change vs previous 13F +29,158 shares

    0.01% of the 13F portfolio, value $7,114,378.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 150,407 shares
    Change vs previous 13F +1,096 shares

    0.01% of the 13F portfolio, value $5,441,733.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 149,311 shares
    Change vs previous 13F +4,980 shares

    0.01% of the 13F portfolio, value $4,858,579.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 144,331 shares
    Change vs previous 13F +56 shares

    0.01% of the 13F portfolio, value $4,573,847.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 144,275 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,733,663.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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