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Disclosery

LongView Wealth Management: UTG position timeline

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

LongView Wealth Management held 67,338 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,338 shares
    Change vs previous 13F -42 shares

    0.7% of the 13F portfolio, value $2,742,000.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 67,380 shares
    Change vs previous 13F +65 shares

    0.71% of the 13F portfolio, value $2,819,162.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 67,315 shares
    Change vs previous 13F -2,430 shares

    0.6% of the 13F portfolio, value $2,470,445.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 69,745 shares
    Change vs previous 13F +65 shares

    0.75% of the 13F portfolio, value $2,763,295.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 69,680 shares
    Change vs previous 13F +68 shares

    0.76% of the 13F portfolio, value $2,521,037.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 69,612 shares
    Change vs previous 13F -664 shares

    0.68% of the 13F portfolio, value $2,265,189.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 70,276 shares
    Change vs previous 13F -4,915 shares

    0.68% of the 13F portfolio, value $2,227,046.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 75,191 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,467,010.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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