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Leverty Financial Group, LLC

SEC CIK
0001908386
Latest filing
Jul 10, 2026

GUT holding history

Gabelli Utility Trust in every 13F filed by Leverty Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GUT overviewAll 13F holders of GUTFull Q2 2026 holdings

Shares (Q2 2026)
31,267
Value
$206.1K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of GUT by Leverty Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,267$206.1K<0.1%00.0%UnchangedHolders
Q1 202631,267$189.2K<0.1%00.0%UnchangedHolders
Q4 202531,267$188.5K<0.1%00.0%UnchangedHolders
Q3 202531,267$189.8K<0.1%00.0%UnchangedHolders
Q2 202531,267$181.3K0.1%00.0%UnchangedHolders
Q1 202531,267$167.0K0.1%00.0%UnchangedHolders
Q4 202431,267$157.3K0.1%00.0%UnchangedHolders
Q3 202431,267$162.6K0.1%00.0%UnchangedHolders
Q2 202431,267$185.1K0.1%00.0%UnchangedHolders
Q1 202431,267$173.5K0.1%00.0%UnchangedHolders
Q4 202331,267$169.5K0.1%00.0%UnchangedHolders
Q3 202331,267$165.7K0.1%00.0%UnchangedHolders
Q2 202331,267$212.0K0.2%00.0%UnchangedHolders
Q1 202331,267$223.6K0.2%00.0%UnchangedHolders
Q4 202231,267$234.8K0.2%00.0%UnchangedHolders
Q3 202231,267$215.0K0.2%00.0%UnchangedHolders
Q2 202231,267$212.0K0.2%+5,519+21.4%AddedHolders
Q1 202225,748$183.0K0.1%00.0%UnchangedHolders
Q4 202125,748$212.0K0.2%–No prior filingHolders