Ownership history in LongView Wealth Management · 9 quarters on record
This page tracks every 13F SEC filing in which LongView Wealth Management reported a position in REAVES UTIL INCOME FD (UTG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 67,315 | -2,430 | -3.5% | 0.60% | $2.5M | $36.22 |
| 2025 Q3 | ADDED | 69,745 | +65 | +0.1% | 0.75% | $2.8M | $38.41 |
| 2025 Q2 | ADDED | 69,680 | +68 | +0.1% | 0.76% | $2.5M | $34.52 |
| 2025 Q1 | REDUCED | 69,612 | -664 | -0.9% | 0.68% | $2.3M | $30.53 |
| 2024 Q4 | REDUCED | 70,276 | -4,915 | -6.5% | 0.68% | $2.2M | $29.39 |
| 2024 Q3 | ADDED | 75,191 | +73 | +0.1% | 0.79% | $2.5M | $29.73 |
| 2024 Q2 | REDUCED | 75,118 | -215 | -0.3% | 0.76% | $2.1M | $24.29 |
| 2024 Q1 | REDUCED | 75,333 | -867 | -1.1% | 0.81% | $2.0M | $23.47 |
| 2023 Q4 | INITIATED | 76,200 | — | — | 0.93% | $2.1M | — |
As of 2025 Q4 — sorted by position size