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Disclosery

PMG Family Office LLC: UTG position timeline

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

PMG Family Office LLC held 25,948 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,948 shares
    Change vs previous 13F +236 shares

    0.97% of the 13F portfolio, value $1,056,603.

    13F-HR 0002085853-26-000755 filed by PMG Family Office 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 25,712 shares
    Change vs previous 13F +245 shares

    1.13% of the 13F portfolio, value $1,009,967.

    13F-HR 0002085853-26-000402 filed by PMG Family Office 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 25,467 shares
    Change vs previous 13F +125 shares

    1.08% of the 13F portfolio, value $931,583.

    13F-HR 0002085853-26-000120 filed by PMG Family Office 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 25,342 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,004,050.

    13F-HR 0002085853-25-000311 filed by PMG Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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