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Merrion Investment Management Co, LLC: UTG position timeline

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

Merrion Investment Management Co, LLC held 30,000 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,000 shares
    Change vs previous 13F +2,500 shares

    0.58% of the 13F portfolio, value $1,221,600.

    13F-HR 0001172661-26-002595 filed by Merrion Investment Management Co, 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 27,500 shares
    Change vs previous 13F +2,500 shares

    0.58% of the 13F portfolio, value $1,080,200.

    13F-HR 0001172661-26-001525 filed by Merrion Investment Management Co, 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 25,000 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $914,500.

    13F-HR 0001172661-26-000889 filed by Merrion Investment Management Co, 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 25,000 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $990,500.

    13F-HR 0001172661-25-004289 filed by Merrion Investment Management Co, 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 25,000 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $904,500.

    13F-HR 0001172661-25-002943 filed by Merrion Investment Management Co, 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 25,000 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $813,500.

    13F-HR 0001172661-25-001524 filed by Merrion Investment Management Co, 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 25,000 shares
    Change vs previous 13F +5,000 shares

    0.55% of the 13F portfolio, value $792,250.

    13F-HR 0001172661-25-000320 filed by Merrion Investment Management Co, 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 20,000 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $656,200.

    13F-HR 0001172661-24-004197 filed by Merrion Investment Management Co, LLC
    Filed (acceptance time not in the bulk data set), ingested

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