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Disclosery

Endurance Wealth Management, Inc.: UTG position timeline

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

Endurance Wealth Management, Inc. held 2,597 UTG shares at 2023-06-30 per its 13F-HR filed 2023-08-09.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 2,597 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $71,000.

    13F-HR 0000950123-23-007014 filed by Endurance Wealth 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 ended2023-03-31
    13F 2,597 shares
    Change vs previous 13F +2,502 shares

    0.01% of the 13F portfolio, value $74,000.

    13F-HR 0000950123-23-003571 filed by Endurance Wealth 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 ended2022-12-31
    13F 95 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,000.

    13F-HR 0000950123-23-000616 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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