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McGowan Group Asset Management, Inc.: UTF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McGowan Group Asset Management, Inc. on UTF, newest first. How the timeline and the estimate are built.

McGowan Group Asset Management, Inc. held 1,390,745 UTF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,390,745 shares
    Change vs previous 13F +8,424 shares

    4.66% of the 13F portfolio, value $38,370,646.

    13F-HR 0001765380-26-000349 filed by McGowan Group Asset Management, Inc.
    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 1,382,321 shares
    Change vs previous 13F +1,695 shares

    4.56% of the 13F portfolio, value $35,774,471.

    13F-HR 0001765380-26-000196 filed by McGowan Group Asset Management, Inc.
    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 1,380,626 shares
    Change vs previous 13F +9,124 shares

    4.13% of the 13F portfolio, value $33,286,904.

    13F-HR 0001633227-26-000001 filed by McGowan Group Asset Management, Inc.
    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 1,371,502 shares
    Change vs previous 13F +10,630 shares

    4.22% of the 13F portfolio, value $34,013,254.

    13F-HR 0001633227-25-000005 filed by McGowan Group Asset Management, Inc.
    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 1,360,872 shares
    Change vs previous 13F +33,597 shares

    4.62% of the 13F portfolio, value $36,675,495.

    13F-HR 0001633227-25-000003 filed by McGowan Group Asset Management, Inc.
    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 1,327,275 shares
    Change vs previous 13F -8,620 shares

    4.48% of the 13F portfolio, value $33,911,886.

    13F-HR 0001633227-25-000002 filed by McGowan Group Asset Management, Inc.
    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 1,335,895 shares
    Change vs previous 13F +11,993 shares

    4.3% of the 13F portfolio, value $32,114,906.

    13F-HR 0001633227-25-000001 filed by McGowan Group Asset Management, Inc.
    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 1,323,902 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $34,461,162.

    13F-HR 0001633227-24-000004 filed by McGowan Group Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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