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Kestra Advisory Services, LLC: UTG position timeline

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

Kestra Advisory Services, LLC held 52,218 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,218 shares
    Change vs previous 13F -3,846 shares

    0.01% of the 13F portfolio, value $2,126,305.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, 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 56,064 shares
    Change vs previous 13F +5,247 shares

    0.01% of the 13F portfolio, value $2,202,194.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, 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 50,817 shares
    Change vs previous 13F +2,535 shares

    0.01% of the 13F portfolio, value $1,858,869.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, 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 48,282 shares
    Change vs previous 13F +12,105 shares

    0.01% of the 13F portfolio, value $1,912,936.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, 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 36,177 shares
    Change vs previous 13F -6,301 shares

    0.01% of the 13F portfolio, value $1,308,884.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 36,177 shares

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

  6. period ended2025-03-31
    13F 42,478 shares
    Change vs previous 13F +927 shares

    0.01% of the 13F portfolio, value $1,382,235.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,301 shares
    • Kestra Advisory Services, LLC: 35,177 shares

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

  7. period ended2024-12-31
    13F 41,551 shares
    Change vs previous 13F +1,935 shares

    0.01% of the 13F portfolio, value $1,316,752.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,150 shares
    • Kestra Advisory Services, LLC: 34,401 shares

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

  8. period ended2024-09-30
    13F 39,616 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,299,792.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,386 shares
    • Kestra Advisory Services, LLC: 33,230 shares

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