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Disclosery

Estate Planners Group, LLC: UTG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Estate Planners Group, LLC on UTG, newest first. How the timeline and the estimate are built.

Estate Planners Group, LLC held 9,644 UTG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,644 shares
    Change vs previous 13F +1,344 shares

    0.18% of the 13F portfolio, value $392,721.

    13F-HR 0002118977-26-000004 filed by Estate Planners Group, LLC
    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 8,300 shares
    Change vs previous 13F +2,430 shares

    0.16% of the 13F portfolio, value $326,013.

    13F-HR 0002118977-26-000002 filed by Estate Planners Group, LLC
    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 5,870 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $214,707.

    13F-HR 0002118977-26-000001 filed by Estate Planners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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