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Disclosery

Costello Asset Management, INC: UTG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on UTG, newest first. How the timeline and the estimate are built.

Costello Asset Management, INC held 9,077 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,077 shares
    Change vs previous 13F +27 shares

    0.11% of the 13F portfolio, value $369,608.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
    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 9,050 shares
    Change vs previous 13F +15 shares

    0.12% of the 13F portfolio, value $355,492.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
    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 9,035 shares
    Change vs previous 13F -1,173 shares

    0.11% of the 13F portfolio, value $330,488.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    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 10,208 shares
    Change vs previous 13F -492 shares

    0.14% of the 13F portfolio, value $404,422.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
    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 10,700 shares
    Change vs previous 13F -154 shares

    0.15% of the 13F portfolio, value $387,134.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
    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 10,854 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $353,204.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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