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Disclosery

TOTH FINANCIAL ADVISORY CORP: UYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOTH FINANCIAL ADVISORY CORP on UYG, newest first. How the timeline and the estimate are built.

TOTH FINANCIAL ADVISORY CORP held 28,245 UYG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,245 shares
    Change vs previous 13F +250 shares

    0.24% of the 13F portfolio, value $2,362,977.

    13F-HR 0000866780-26-000004 filed by TOTH FINANCIAL ADVISORY CORP
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,995 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $2,395,533.

    13F-HR 0000866780-26-000003 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 27,995 shares
    Change vs previous 13F -1,859 shares

    0.23% of the 13F portfolio, value $2,055,113.

    13F-HR 0000866780-26-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 29,854 shares
    Change vs previous 13F -5,066 shares

    0.3% of the 13F portfolio, value $2,740,001.

    13F-HR 0000866780-26-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 34,920 shares
    Change vs previous 13F -4,273 shares

    0.37% of the 13F portfolio, value $3,465,810.

    13F-HR 0000866780-25-000005 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 39,193 shares
    Change vs previous 13F -7,515 shares

    0.44% of the 13F portfolio, value $3,744,915.

    13F-HR 0000866780-25-000003 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 46,708 shares
    Change vs previous 13F -11,586 shares

    0.5% of the 13F portfolio, value $4,164,529.

    13F-HR 0000866780-25-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 58,294 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,981,848.

    13F-HR 0000866780-25-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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