Skip to content
Disclosery

Focus Partners Wealth: UTG position timeline

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

Focus Partners Wealth held 18,558 UTG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,558 shares
    Change vs previous 13F +859 shares

    <0.01% of the 13F portfolio, value $755,729.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 17,699 shares
    Change vs previous 13F +2,057 shares

    <0.01% of the 13F portfolio, value $695,252.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 15,642 shares
    Change vs previous 13F +6,677 shares

    <0.01% of the 13F portfolio, value $589,918.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 8,965 shares
    Change vs previous 13F +630 shares

    <0.01% of the 13F portfolio, value $355,222.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 8,335 shares
    Change vs previous 13F -440 shares

    <0.01% of the 13F portfolio, value $301,555.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 8,775 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $285,537.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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