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Disclosery

Welch Group, LLC: UTG position timeline

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

Welch Group, LLC held 19,729 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,729 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $803,365.

    13F-HR 0001443095-26-000006 filed by Welch Group, 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 19,729 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $774,956.

    13F-HR 0001443095-26-000004 filed by Welch Group, 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 19,729 shares
    Change vs previous 13F -1,500 shares

    0.03% of the 13F portfolio, value $721,687.

    13F-HR 0001443095-26-000001 filed by Welch Group, 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 21,229 shares
    Change vs previous 13F -1,271 shares

    0.03% of the 13F portfolio, value $841,093.

    13F-HR 0001443095-25-000008 filed by Welch Group, 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 22,500 shares
    Change vs previous 13F +3,483 shares

    0.03% of the 13F portfolio, value $814,050.

    13F-HR 0001443095-25-000007 filed by Welch Group, 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 19,017 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $617,482.

    13F-HR 0001443095-25-000003 filed by Welch Group, 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 19,017 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $604,931.

    13F-HR 0001443095-25-000001 filed by Welch Group, 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 19,017 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $623,948.

    13F-HR 0001443095-24-000004 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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