Stephens Investment Management Group LLC: UTG position timeline

Stephens Investment Management Group LLC held 30,911 UTG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 30,911 shares

   Change vs previous 13F +1,054 shares

   0.01% of the 13F portfolio, value $1,258,712.

   13F-HR 0000757657-26-000017 filed by STEPHENS INC /AR/
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 29,857 shares

   Change vs previous 13F -300 shares

   0.01% of the 13F portfolio, value $1,172,784.

   13F-HR 0000757657-26-000013 filed by STEPHENS INC /AR/
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 30,157 shares

   Change vs previous 13F +2,295 shares

   0.01% of the 13F portfolio, value $1,103,127.

   13F-HR 0000757657-26-000003 filed by STEPHENS INC /AR/
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 27,862 shares

   Change vs previous 13F +949 shares

   0.01% of the 13F portfolio, value $1,103,903.

   13F-HR 0000757657-25-000022 filed by STEPHENS INC /AR/
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 26,913 shares

   Change vs previous 13F +1,375 shares

   0.01% of the 13F portfolio, value $973,701.

   13F-HR 0000757657-25-000019 filed by STEPHENS INC /AR/
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 25,538 shares

   Change vs previous 13F +13,488 shares

   0.01% of the 13F portfolio, value $831,007.

   13F-HR 0000757657-25-000012 filed by STEPHENS INC /AR/
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 12,050 shares

   Change vs previous 13F -10,125 shares

   0.01% of the 13F portfolio, value $381,865.

   13F-HR 0000757657-25-000004 filed by STEPHENS INC /AR/
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 22,175 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $727,562.

   13F-HR 0001314440-24-000016 filed by STEPHENS INC /AR/
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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