Wright Wealth LLC: UTG position timeline

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

Wright Wealth LLC held 44,805 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 44,805 shares
Change vs previous 13F 0 shares
1.1% of the 13F portfolio, value $1,824,460.
13F-HR 0002085853-26-000898 filed by Wright Wealth LLC
Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 44,805 shares
Change vs previous 13F +2,240 shares
1.18% of the 13F portfolio, value $1,759,940.
13F-HR 0002085853-26-000596 filed by Wright Wealth LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 42,565 shares
Change vs previous 13F not available
1.02% of the 13F portfolio, value $1,557,028.
13F-HR 0001437749-26-004178 filed by Wright Wealth LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).