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Disclosery

&PARTNERS: UTG position timeline

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

&PARTNERS held 70,610 UTG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,610 shares
    Change vs previous 13F +1,650 shares

    0.01% of the 13F portfolio, value $2,875,234.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 68,960 shares
    Change vs previous 13F +23,390 shares

    0.01% of the 13F portfolio, value $2,703,537.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 45,570 shares
    Change vs previous 13F +26,018 shares

    0.01% of the 13F portfolio, value $1,666,960.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 19,552 shares
    Change vs previous 13F +8,311 shares

    <0.01% of the 13F portfolio, value $774,660.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 11,241 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $406,700.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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