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Disclosery

StoneX Group Inc.: UTG position timeline

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

StoneX Group Inc. held 12,911 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 12,911 shares
    Change vs previous 13F +20 shares

    0.02% of the 13F portfolio, value $525,742.

    13F-HR 0000913760-26-000039 filed by StoneX Group Inc.
    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 12,891 shares
    Change vs previous 13F +369 shares

    0.03% of the 13F portfolio, value $506,375.

    13F-HR 0000913760-26-000032 filed by StoneX Group Inc.
    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 12,522 shares
    Change vs previous 13F +24 shares

    0.02% of the 13F portfolio, value $460,541.

    13F-HR 0000913760-26-000018 filed by StoneX Group Inc.
    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 12,498 shares
    Change vs previous 13F +34 shares

    0.02% of the 13F portfolio, value $495,170.

    13F-HR 0000913760-25-000188 filed by StoneX Group Inc.
    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 12,464 shares
    Change vs previous 13F -1,142 shares

    0.02% of the 13F portfolio, value $450,965.

    13F-HR 0000913760-25-000177 filed by StoneX Group Inc.
    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 13,606 shares
    Change vs previous 13F -3,001 shares

    0.02% of the 13F portfolio, value $442,726.

    13F-HR/A 0000913760-25-000175 filed by StoneX Group Inc.
    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/A 16,607 shares
    Change vs previous 13F -346 shares

    0.03% of the 13F portfolio, value $529,419.

    13F-HR/A 0000913760-25-000173 filed by StoneX Group Inc.
    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/A 16,953 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $556,293.

    13F-HR/A 0000913760-25-000171 filed by StoneX Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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