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Disclosery

HBW ADVISORY SERVICES LLC: UTG position timeline

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

HBW ADVISORY SERVICES LLC held 111,666 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,666 shares
    Change vs previous 13F +757 shares

    0.41% of the 13F portfolio, value $4,547,040.

    13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES 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 110,909 shares
    Change vs previous 13F +1,893 shares

    0.46% of the 13F portfolio, value $4,356,506.

    13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES 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 109,016 shares
    Change vs previous 13F +72,369 shares

    0.43% of the 13F portfolio, value $3,987,805.

    13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES LLC
    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 36,647 shares
    Change vs previous 13F +4,504 shares

    0.16% of the 13F portfolio, value $1,451,954.

    13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES LLC
    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 32,143 shares
    Change vs previous 13F +333 shares

    0.14% of the 13F portfolio, value $1,162,934.

    13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES LLC
    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 31,810 shares
    Change vs previous 13F -7,385 shares

    0.15% of the 13F portfolio, value $1,035,092.

    13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES LLC
    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 39,195 shares
    Change vs previous 13F +923 shares

    0.13% of the 13F portfolio, value $1,242,090.

    13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES LLC
    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 38,272 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,255,704.

    13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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