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Disclosery

Magnus Financial Group LLC: UTG position timeline

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

Magnus Financial Group LLC held 238,730 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238,730 shares
    Change vs previous 13F +8,491 shares

    0.69% of the 13F portfolio, value $9,721,100.

    13F-HR 0001951757-26-000961 filed by Magnus Financial Group 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 230,239 shares
    Change vs previous 13F -1,489 shares

    0.74% of the 13F portfolio, value $9,043,784.

    13F-HR 0001951757-26-000579 filed by Magnus Financial Group 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 231,728 shares
    Change vs previous 13F +2,059 shares

    0.65% of the 13F portfolio, value $8,476,603.

    13F-HR 0001951757-26-000023 filed by Magnus Financial Group 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 229,669 shares
    Change vs previous 13F +25,718 shares

    0.72% of the 13F portfolio, value $9,099,476.

    13F-HR 0001951757-25-001193 filed by Magnus Financial Group 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 203,951 shares
    Change vs previous 13F +16,876 shares

    0.65% of the 13F portfolio, value $7,378,956.

    13F-HR 0001951757-25-000865 filed by Magnus Financial Group 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 187,075 shares
    Change vs previous 13F +13,179 shares

    0.59% of the 13F portfolio, value $6,087,414.

    13F-HR 0001951757-25-000315 filed by Magnus Financial Group 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 173,896 shares
    Change vs previous 13F +7,243 shares

    0.53% of the 13F portfolio, value $5,510,780.

    13F-HR 0001951757-25-000069 filed by Magnus Financial Group 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 166,653 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,467,883.

    13F-HR 0001951757-24-001035 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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