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Kercheville Advisors, LLC: UTG position timeline

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

Kercheville Advisors, LLC held 49,353 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,353 shares
    Change vs previous 13F +1,708 shares

    0.61% of the 13F portfolio, value $2,009,655.

    13F-HR 0002085853-26-000915 filed by Kercheville Advisors, 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 47,645 shares
    Change vs previous 13F -345 shares

    0.6% of the 13F portfolio, value $1,871,503.

    13F-HR 0002085853-26-000413 filed by Kercheville Advisors, 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 47,990 shares
    Change vs previous 13F +5,011 shares

    0.48% of the 13F portfolio, value $1,817,857.

    13F-HR 0002085853-26-000140 filed by Kercheville Advisors, 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 42,979 shares
    Change vs previous 13F +8,209 shares

    0.51% of the 13F portfolio, value $1,702,809.

    13F-HR 0002085853-25-000135 filed by Kercheville Advisors, 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 34,770 shares
    Change vs previous 13F -767 shares

    0.43% of the 13F portfolio, value $1,257,991.

    13F-HR 0001667731-25-000922 filed by Kercheville Advisors, 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 35,537 shares
    Change vs previous 13F +6,384 shares

    0.47% of the 13F portfolio, value $1,156,366.

    13F-HR 0001667731-25-000453 filed by Kercheville Advisors, 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 29,153 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $923,858.

    13F-HR 0001667731-25-000133 filed by Kercheville Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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