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Disclosery

ORG Partners LLC: UTG position timeline

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

ORG Partners LLC held 7,169 UTG shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 7,169 shares
    Change vs previous 13F +95 shares

    0.05% of the 13F portfolio, value $262,285.

    13F-HR 0001979372-26-000001 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 7,074 shares
    Change vs previous 13F -490 shares

    0.05% of the 13F portfolio, value $280,896.

    13F-HR 0001979372-25-000008 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 7,564 shares
    Change vs previous 13F +375 shares

    0.06% of the 13F portfolio, value $274,533.

    13F-HR 0001979372-25-000004 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 7,189 shares
    Change vs previous 13F -277 shares

    0.06% of the 13F portfolio, value $236,185.

    13F-HR 0002032602-25-000002 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 7,466 shares
    Change vs previous 13F +1,300 shares

    0.03% of the 13F portfolio, value $237,120.

    13F-HR 0001979372-25-000001 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 6,166 shares
    Change vs previous 13F +1,830 shares

    0.03% of the 13F portfolio, value $202,858.

    13F-HR 0001979372-24-000004 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 4,336 shares
    Change vs previous 13F +1,460 shares

    0.01% of the 13F portfolio, value $118,530.

    13F-HR 0001979372-24-000003 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 2,876 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $78,138.

    13F-HR 0001979372-24-000002 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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