Cornerstone Advisors, LLC: UTG position timeline

Cornerstone Advisors, LLC held 0 UTG shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -294,426 shares

   13F-HR 0001398344-26-008799 filed by Cornerstone Advisors, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 294,426 shares

   Change vs previous 13F -473,759 shares

   0.36% of the 13F portfolio, value $10,770,103.

   13F-HR 0001398344-26-003109 filed by Cornerstone Advisors, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 768,185 shares

   Change vs previous 13F +35,700 shares

   1% of the 13F portfolio, value $30,435,490.

   13F-HR 0001398344-25-020535 filed by Cornerstone Advisors, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 732,485 shares

   Change vs previous 13F +325,939 shares

   0.91% of the 13F portfolio, value $26,501,307.

   13F-HR 0001398344-25-014846 filed by Cornerstone Advisors, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 406,546 shares

   Change vs previous 13F not available

   0.57% of the 13F portfolio, value $13,229,007.

   13F-HR 0001398344-25-009115 filed by Cornerstone Advisors, LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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