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Orca Investment Management, LLC: UTG position timeline

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

Orca Investment Management, LLC held 9,063 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 9,063 shares
    Change vs previous 13F -437 shares

    0.27% of the 13F portfolio, value $369,045.

    13F-HR 0001104659-26-091712 filed by Orca Investment Management, 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 9,500 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $373,160.

    13F-HR 0001104659-26-047339 filed by Orca Investment Management, 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 9,500 shares
    Change vs previous 13F -275 shares

    0.27% of the 13F portfolio, value $347,510.

    13F-HR 0001104659-26-004940 filed by Orca Investment Management, 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 9,775 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $387,286.

    13F-HR 0001104659-25-104091 filed by Orca Investment Management, 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 9,775 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $353,660.

    13F-HR 0001104659-25-070685 filed by Orca Investment Management, 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 9,775 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $318,079.

    13F-HR 0001104659-25-045448 filed by Orca Investment Management, 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 9,775 shares
    Change vs previous 13F -823 shares

    0.29% of the 13F portfolio, value $309,770.

    13F-HR 0001104659-25-012662 filed by Orca Investment Management, 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 10,598 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $347,720.

    13F-HR 0001104659-24-108000 filed by Orca Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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