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Leslie Global Wealth, LLC: UTG position timeline

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

Leslie Global Wealth, LLC held 9,667 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,667 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $393,640.

    13F-HR 0001172661-26-002711 filed by Leslie Global Wealth, 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 9,667 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $379,720.

    13F-HR 0001172661-26-002111 filed by Leslie Global Wealth, 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 9,667 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $353,619.

    13F-HR 0001172661-26-000433 filed by Leslie Global Wealth, 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 9,667 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $383,007.

    13F-HR 0001172661-25-004358 filed by Leslie Global Wealth, 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 9,667 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $349,752.

    13F-HR 0001172661-25-003113 filed by Leslie Global Wealth, 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 9,667 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $314,564.

    13F-HR 0001172661-25-001809 filed by Leslie Global Wealth, 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 9,667 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $306,347.

    13F-HR 0001172661-25-001075 filed by Leslie Global Wealth, 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 9,667 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $317,174.

    13F-HR 0001172661-24-004410 filed by Leslie Global Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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