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Disclosery

JBR Co Financial Management Inc: UTG position timeline

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

JBR Co Financial Management Inc held 141,083 UTG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 141,083 shares
    Change vs previous 13F -1,694 shares

    2.16% of the 13F portfolio, value $5,633,444.

    13F-HR 0001214659-26-012781 filed by JBR Co Financial Management Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 142,777 shares
    Change vs previous 13F +665 shares

    2.12% of the 13F portfolio, value $5,813,879.

    13F-HR 0001214659-26-008370 filed by JBR Co Financial 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 ended2026-03-31
    13F 142,112 shares
    Change vs previous 13F 0 shares

    2.18% of the 13F portfolio, value $5,198,457.

    13F-HR 0001214659-26-004443 filed by JBR Co Financial 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 ended2025-12-31
    13F 142,112 shares
    Change vs previous 13F -2,102 shares

    2.18% of the 13F portfolio, value $5,198,457.

    13F-HR 0001214659-26-000146 filed by JBR Co Financial 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 ended2025-09-30
    13F 144,214 shares
    Change vs previous 13F +12,402 shares

    2.42% of the 13F portfolio, value $5,713,759.

    13F-HR 0001214659-25-014902 filed by JBR Co Financial 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 ended2025-06-30
    13F 131,812 shares
    Change vs previous 13F -4,302 shares

    2.35% of the 13F portfolio, value $4,768,958.

    13F-HR 0001214659-25-011968 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 136,114 shares
    Change vs previous 13F +12,944 shares

    2.59% of the 13F portfolio, value $4,429,150.

    13F-HR 0001214659-25-006138 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 123,170 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $3,903,257.

    13F-HR 0001214659-25-001758 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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