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Ascentis Wealth Management, LLC: UTG position timeline

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

Ascentis Wealth Management, LLC held 45,894 UTG shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 45,894 shares
    Change vs previous 13F +1,686 shares

    0.28% of the 13F portfolio, value $1,868,890.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 45,894 shares

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

  2. period ended2026-03-31
    13F 44,208 shares
    Change vs previous 13F +10,194 shares

    0.09% of the 13F portfolio, value $1,736,570.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 6,897 shares
    • Ascentis Wealth Management, LLC: 37,311 shares

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

  3. period ended2025-12-31
    13F 34,014 shares
    Change vs previous 13F +33,414 shares

    0.29% of the 13F portfolio, value $1,244,247.

    13F-HR 0002032602-26-000001 filed by Ascentis 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 600 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $23,799.

    13F-HR 0002032602-25-000005 filed by Ascentis 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 591 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $21,422.

    13F-HR 0001979372-25-000006 filed by Ascentis 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 581 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,068.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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