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Disclosery

Prospera Financial Services Inc: UTG position timeline

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

Prospera Financial Services Inc held 24,846 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,846 shares
    Change vs previous 13F +6,045 shares

    0.01% of the 13F portfolio, value $1,011,843.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
    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 18,801 shares
    Change vs previous 13F -377 shares

    0.01% of the 13F portfolio, value $738,522.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services Inc
    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 19,178 shares
    Change vs previous 13F -96 shares

    0.01% of the 13F portfolio, value $701,535.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services Inc
    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 19,274 shares
    Change vs previous 13F -222 shares

    0.01% of the 13F portfolio, value $763,649.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services Inc
    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 19,496 shares
    Change vs previous 13F +1,795 shares

    0.01% of the 13F portfolio, value $705,425.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
    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 17,701 shares
    Change vs previous 13F +4,512 shares

    0.01% of the 13F portfolio, value $576,027.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services Inc
    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 13,189 shares
    Change vs previous 13F +2,286 shares

    0.01% of the 13F portfolio, value $418,011.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services Inc
    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 10,903 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $357,782.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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