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Disclosery

XML Financial, LLC: UTG position timeline

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

XML Financial, LLC held 25,359 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,359 shares
    Change vs previous 13F -545 shares

    0.08% of the 13F portfolio, value $1,032,618.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 25,904 shares
    Change vs previous 13F -1,541 shares

    0.08% of the 13F portfolio, value $1,017,509.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 27,445 shares
    Change vs previous 13F -20,025 shares

    0.08% of the 13F portfolio, value $1,003,935.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 47,470 shares
    Change vs previous 13F -2,185 shares

    0.15% of the 13F portfolio, value $1,880,761.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 49,655 shares
    Change vs previous 13F +1,735 shares

    0.16% of the 13F portfolio, value $1,796,518.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 47,920 shares
    Change vs previous 13F +5,419 shares

    0.15% of the 13F portfolio, value $1,559,317.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 42,501 shares
    Change vs previous 13F +4,641 shares

    0.12% of the 13F portfolio, value $1,346,861.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 37,860 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,242,192.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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