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Steward Partners Investment Advisory, LLC: UTG position timeline

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

Steward Partners Investment Advisory, LLC held 51,586 UTG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,586 shares
    Change vs previous 13F +1,473 shares

    0.01% of the 13F portfolio, value $2,100,592.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 50,113 shares
    Change vs previous 13F +15,545 shares

    0.01% of the 13F portfolio, value $1,968,429.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 34,568 shares
    Change vs previous 13F +2,973 shares

    0.01% of the 13F portfolio, value $1,264,513.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 31,595 shares
    Change vs previous 13F -1,403 shares

    0.01% of the 13F portfolio, value $1,251,809.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 32,998 shares
    Change vs previous 13F +1,884 shares

    0.01% of the 13F portfolio, value $1,193,872.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 31,114 shares
    Change vs previous 13F -233 shares

    0.01% of the 13F portfolio, value $1,012,448.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 31,347 shares
    Change vs previous 13F +1,326 shares

    0.01% of the 13F portfolio, value $993,390.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 30,021 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $984,986.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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