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Laurel Wealth Advisors LLC

SEC CIK
0001757128
Latest filing
Jul 17, 2026

UTG holding history

Reaves Utility Income Fund in every 13F filed by Laurel Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UTG overviewAll 13F holders of UTGFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of UTG by Laurel Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,500−100.0%Sold outHolders
Q4 20252,500$91.5K<0.1%+2,500NewHolders
Q2 20250$00.0%−2,500−100.0%Sold outHolders
Q1 20252,500$81.3K<0.1%00.0%UnchangedHolders
Q4 20242,500$79.2K<0.1%00.0%UnchangedHolders
Q3 20242,500$82.0K<0.1%00.0%UnchangedHolders
Q2 20242,500$68.3K<0.1%00.0%UnchangedHolders
Q1 20242,500$67.4K<0.1%00.0%UnchangedHolders
Q4 20232,500$66.8K<0.1%00.0%UnchangedHolders
Q3 20232,500$61.6K<0.1%00.0%UnchangedHolders
Q2 20232,500$68.5K<0.1%00.0%UnchangedHolders
Q1 20232,500$71.0K<0.1%00.0%UnchangedHolders
Q4 20222,500$70.7K<0.1%00.0%UnchangedHolders
Q3 20222,500$68.0K<0.1%00.0%UnchangedHolders
Q2 20222,500$78.0K<0.1%00.0%UnchangedHolders
Q1 20222,500$86.0K<0.1%00.0%UnchangedHolders
Q4 20212,500$88.0K<0.1%00.0%UnchangedHolders
Q3 20212,500$82.0K<0.1%−75−2.9%ReducedHolders
Q2 20212,575$88.0K<0.1%+75+3.0%AddedHolders
Q1 20212,500$84.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.