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OAK FAMILY ADVISORS, LLC: UTG position timeline

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

OAK FAMILY ADVISORS, LLC held 247,979 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,979 shares
    Change vs previous 13F +17,583 shares

    2.92% of the 13F portfolio, value $10,097,722.

    13F-HR 0001846161-26-000003 filed by OAK FAMILY 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 230,396 shares
    Change vs previous 13F +6,174 shares

    2.79% of the 13F portfolio, value $9,049,953.

    13F-HR 0001846161-26-000002 filed by OAK FAMILY 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 224,222 shares
    Change vs previous 13F +3,049 shares

    2.51% of the 13F portfolio, value $8,202,058.

    13F-HR 0001846161-26-000001 filed by OAK FAMILY 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 221,173 shares
    Change vs previous 13F -28,221 shares

    2.84% of the 13F portfolio, value $8,762,873.

    13F-HR 0001846161-25-000005 filed by OAK FAMILY 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 249,394 shares
    Change vs previous 13F -18,493 shares

    3.27% of the 13F portfolio, value $9,023,057.

    13F-HR 0001846161-25-000004 filed by OAK FAMILY 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 267,887 shares
    Change vs previous 13F +16,115 shares

    3.62% of the 13F portfolio, value $8,717,043.

    13F-HR 0001846161-25-000002 filed by OAK FAMILY 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 251,772 shares
    Change vs previous 13F +80,004 shares

    3.12% of the 13F portfolio, value $7,978,655.

    13F-HR 0001846161-25-000001 filed by OAK FAMILY 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 171,768 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $5,602,403.

    13F-HR 0001846161-24-000006 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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