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Private Advisor Group, LLC: UTG position timeline

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

Private Advisor Group, LLC held 140,096 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,096 shares
    Change vs previous 13F +1,721 shares

    0.03% of the 13F portfolio, value $5,704,706.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 138,375 shares
    Change vs previous 13F -772 shares

    0.03% of the 13F portfolio, value $5,435,368.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 139,147 shares
    Change vs previous 13F -2,274 shares

    0.02% of the 13F portfolio, value $5,090,002.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 141,421 shares
    Change vs previous 13F +788 shares

    0.03% of the 13F portfolio, value $5,603,090.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 140,633 shares
    Change vs previous 13F +9,141 shares

    0.03% of the 13F portfolio, value $5,088,118.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 131,492 shares
    Change vs previous 13F -10,824 shares

    0.03% of the 13F portfolio, value $4,278,757.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 142,316 shares
    Change vs previous 13F -46,101 shares

    0.03% of the 13F portfolio, value $4,509,999.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 188,417 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,181,973.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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