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Tradition Wealth Management, LLC: UTG position timeline

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

Tradition Wealth Management, LLC held 94,789 UTG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,789 shares
    Change vs previous 13F +12,448 shares

    0.24% of the 13F portfolio, value $3,859,815.

    13F-HR 0001843010-26-000004 filed by Tradition Wealth Management, 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 82,341 shares
    Change vs previous 13F -4 shares

    0.23% of the 13F portfolio, value $3,234,355.

    13F-HR 0001843010-26-000003 filed by Tradition Wealth Management, 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 82,345 shares
    Change vs previous 13F +970 shares

    0.22% of the 13F portfolio, value $3,012,186.

    13F-HR 0001843010-26-000001 filed by Tradition Wealth Management, 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 81,375 shares
    Change vs previous 13F -16,886 shares

    0.24% of the 13F portfolio, value $3,224,077.

    13F-HR 0001843010-25-000007 filed by Tradition Wealth Management, 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 98,261 shares
    Change vs previous 13F +1,361 shares

    0.28% of the 13F portfolio, value $3,555,078.

    13F-HR 0001843010-25-000004 filed by Tradition Wealth Management, 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 96,900 shares
    Change vs previous 13F +2,197 shares

    0.28% of the 13F portfolio, value $3,153,134.

    13F-HR 0001843010-25-000003 filed by Tradition Wealth Management, 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 94,703 shares
    Change vs previous 13F +715 shares

    0.26% of the 13F portfolio, value $3,001,136.

    13F-HR 0001843010-25-000001 filed by Tradition Wealth Management, 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 93,988 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,083,750.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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