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Innova Wealth Partners: UTG position timeline

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

Innova Wealth Partners held 9,967 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,967 shares
    Change vs previous 13F +486 shares

    0.17% of the 13F portfolio, value $405,870.

    13F-HR 0001888831-26-000003 filed by Innova Wealth Partners
    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 9,481 shares
    Change vs previous 13F +3,120 shares

    0.18% of the 13F portfolio, value $372,424.

    13F-HR 0001888831-26-000002 filed by Innova Wealth Partners
    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 6,361 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $232,698.

    13F-HR 0001888831-26-000001 filed by Innova Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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