Maridea Wealth Management LLC: UTG position timeline

Maridea Wealth Management LLC held 17,096 UTG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 17,096 shares

   Change vs previous 13F +1,284 shares

   0.08% of the 13F portfolio, value $696,155.

   13F-HR 0001951757-26-001115 filed by Maridea Wealth Management LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 15,812 shares

   Change vs previous 13F +578 shares

   0.09% of the 13F portfolio, value $621,115.

   13F-HR 0001951757-26-000680 filed by Maridea Wealth Management LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 15,234 shares

   Change vs previous 13F +425 shares

   0.08% of the 13F portfolio, value $557,265.

   13F-HR 0001951757-26-000036 filed by Maridea Wealth Management LLC
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 14,809 shares

   Change vs previous 13F -501 shares

   0.09% of the 13F portfolio, value $578,299.

   13F-HR 0001951757-25-001342 filed by Maridea Wealth Management LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 15,310 shares

   Change vs previous 13F +282 shares

   0.14% of the 13F portfolio, value $553,932.

   13F-HR 0001951757-25-000866 filed by Maridea Wealth Management LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 15,028 shares

   Change vs previous 13F +506 shares

   0.16% of the 13F portfolio, value $489,004.

   13F-HR 0001951757-25-000523 filed by Maridea Wealth Management LLC
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 14,522 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $460,188.

   13F-HR 0001951757-25-000242 filed by Maridea Wealth Management LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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