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INDEPENDENT FINANCIAL GROUP, LLC → UTG
INDEPENDENT FINANCIAL GROUP, LLC UTG Position History
Reaves Utility Income Fund • Utilities
Quarters held
17
Latest value
$1.8M
Q3 2026
Peak value
$3.7M
First seen
Q1 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2022 | $240K |
| Q2 2022 | $201K |
| Q4 2022 | $218K |
| Q3 2023 | $212K |
| Q4 2023 | $312K |
| Q1 2024 | $610K |
| Q2 2024 | $1.2M |
| Q3 2024 | $1.8M |
| Q4 2024 | $2M |
| Q1 2025 | $2.7M |
| Q2 2025 | $3.2M |
| Q3 2025 | $3.5M |
| Q4 2025 | $3.2M |
| Q1 2026 | $2.9M |
| Q1 2026 | $3.4M |
| Q2 2026 | $3.7M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 51.9K | — | — |
| Q2 2026 | $3.7M | 89.7K | — | — |
| Q1 2026 | $3.4M | 86.7K | — | — |
| Q1 2026 | $2.9M | 73.1K | — | — |
| Q4 2025 | $3.2M | 87.7K | — | — |
| Q3 2025 | $3.5M | 87.1K | — | — |
| Q2 2025 | $3.2M | 87.4K | — | — |
| Q1 2025 | $2.7M | 84.0K | — | — |
| Q4 2024 | $2M | 63.7K | — | — |
| Q3 2024 | $1.8M | 56.1K | — | — |
| Q2 2024 | $1.2M | 43.0K | — | — |
| Q1 2024 | $610K | 22.6K | — | — |
| Q4 2023 | $312K | 11.7K | — | — |
| Q3 2023 | $212K | 8.6K | — | — |
| Q4 2022 | $218K | 7.7K | — | — |
| Q2 2022 | $201K | 6.5K | — | — |
| Q1 2022 | $240K | 6.9K | — | — |