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Disclosery

Sowell Financial Services LLC: UTG position timeline

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

Sowell Financial Services LLC held 32,738 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,738 shares
    Change vs previous 13F -6,405 shares

    0.04% of the 13F portfolio, value $1,333,085.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 39,143 shares
    Change vs previous 13F -15,583 shares

    0.06% of the 13F portfolio, value $1,537,541.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 54,726 shares
    Change vs previous 13F -4,143 shares

    0.07% of the 13F portfolio, value $2,001,874.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 58,869 shares
    Change vs previous 13F +1,260 shares

    0.09% of the 13F portfolio, value $2,332,383.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 57,609 shares
    Change vs previous 13F -342 shares

    0.08% of the 13F portfolio, value $2,084,282.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 57,951 shares
    Change vs previous 13F +686 shares

    0.09% of the 13F portfolio, value $1,885,738.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 57,265 shares
    Change vs previous 13F +2,127 shares

    0.1% of the 13F portfolio, value $1,814,740.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 55,138 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,809,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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