$UTG SEC Filings

Filed On	Filing
28 Sep 2026	NPORT-P
07 Aug 2026	N-PX
07 Jul 2026	Form 3: Sessions John Joseph, Officer of Investment Advisor Holds 241.721 shares of Reaves Utility Income Fund
02 Jul 2026	CERTIFIED SEMI-ANNUAL SHAREHOLDER REPORT
26 Jun 2026	NPORT-P
26 Jun 2026	Form 4: Rhame Joseph Burns Iii, Officer of Investment Advisor Acquired 72.416 shares (Other Transaction) ($2.79K) · Acquired 74.338 shares (Other Transaction) ($2.76K) · Acquired 72.654 shares (Other Transaction) ($2.78K) · 5 more
25 Jun 2026	Form 4: Legg JoEllen, Director Bought 580 shares ($24.7K)
12 Jun 2026	FIDELITY BOND
31 Mar 2026	NPORT-P
13 Feb 2026	Proxy statement: annual meeting on April 2, 2026
14 Jan 2026	N-CEN
06 Jan 2026	CERTIFIED ANNUAL SHAREHOLDER REPORT
29 Dec 2025	NPORT-P
12 Nov 2025	Form 4: Rhame Joseph Burns Iii, Officer of Investment Advisor Acquired 56.928 shares (Other Transaction) ($2.18K)
27 Oct 2025	Form 4/A: Rhame Joseph Burns Iii, Officer of Investment Advisor Acquired 55.859 shares (Other Transaction) ($1.93K) · Acquired 61.895 shares (Other Transaction) ($1.97K) · Acquired 59.459 shares (Other Transaction) ($2.02K) · 9 more
27 Oct 2025	Form 4: Rhame Joseph Burns Iii, Officer of Investment Advisor Acquired 55.859 shares (Other Transaction) ($1.93K) · Acquired 61.895 shares (Other Transaction) ($1.97K) · Acquired 59.459 shares (Other Transaction) ($2.02K) · 9 more
25 Sep 2025	NPORT-P
18 Aug 2025	N-PX
03 Jul 2025	CERTIFIED SEMI-ANNUAL SHAREHOLDER REPORT
30 Jun 2025	FIDELITY BOND

Comments