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GUGGENHEIM CAPITAL LLC: UTG position timeline

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

GUGGENHEIM CAPITAL LLC held 82,301 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 82,301 shares
    Change vs previous 13F -50,398 shares

    0.02% of the 13F portfolio, value $3,351,297.

    13F-HR 0001283072-26-000004 filed by GUGGENHEIM CAPITAL 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 132,699 shares
    Change vs previous 13F -835 shares

    0.04% of the 13F portfolio, value $5,212,417.

    13F-HR 0001283072-26-000003 filed by GUGGENHEIM CAPITAL 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 133,534 shares
    Change vs previous 13F -28,206 shares

    0.04% of the 13F portfolio, value $4,884,674.

    13F-HR 0001283072-26-000002 filed by GUGGENHEIM CAPITAL 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 161,740 shares
    Change vs previous 13F -17,166 shares

    0.05% of the 13F portfolio, value $6,408,139.

    13F-HR 0001283072-25-000005 filed by GUGGENHEIM CAPITAL 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 178,906 shares
    Change vs previous 13F -41,466 shares

    0.05% of the 13F portfolio, value $6,472,819.

    13F-HR 0001283072-25-000004 filed by GUGGENHEIM CAPITAL 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 220,372 shares
    Change vs previous 13F +6,792 shares

    0.07% of the 13F portfolio, value $7,170,905.

    13F-HR 0001283072-25-000002 filed by GUGGENHEIM CAPITAL 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 213,580 shares
    Change vs previous 13F +9,918 shares

    0.06% of the 13F portfolio, value $6,768,350.

    13F-HR 0001283072-25-000001 filed by GUGGENHEIM CAPITAL 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 203,662 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,682,150.

    13F-HR 0001283072-24-000007 filed by GUGGENHEIM CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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