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NewEdge Advisors, LLC: UTG position timeline

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

NewEdge Advisors, LLC held 172,636 UTG 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 172,636 shares
    Change vs previous 13F +90,986 shares

    0.02% of the 13F portfolio, value $7,029,751.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 81,650 shares
    Change vs previous 13F -10,153 shares

    0.01% of the 13F portfolio, value $3,207,222.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 91,803 shares
    Change vs previous 13F -20,816 shares

    0.01% of the 13F portfolio, value $3,358,158.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 112,619 shares
    Change vs previous 13F +828 shares

    0.02% of the 13F portfolio, value $4,461,956.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 111,791 shares
    Change vs previous 13F +33,237 shares

    0.02% of the 13F portfolio, value $4,044,630.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 78,554 shares
    Change vs previous 13F +20,087 shares

    0.02% of the 13F portfolio, value $2,556,155.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 58,467 shares
    Change vs previous 13F +7,519 shares

    0.01% of the 13F portfolio, value $1,852,807.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 50,948 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,671,613.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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