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United Advisor Group, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Advisor Group, LLC on AGG, newest first. How the timeline and the estimate are built.

United Advisor Group, LLC held 46,789 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,789 shares
    Change vs previous 13F +674 shares

    0.49% of the 13F portfolio, value $4,631,178.

    13F-HR 0002004873-26-000003 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 46,115 shares
    Change vs previous 13F +737 shares

    0.57% of the 13F portfolio, value $4,577,807.

    13F-HR 0002004873-26-000002 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 45,378 shares
    Change vs previous 13F -118 shares

    0.58% of the 13F portfolio, value $4,532,313.

    13F-HR 0002004873-26-000001 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,496 shares
    Change vs previous 13F +17,757 shares

    0.61% of the 13F portfolio, value $4,560,925.

    13F-HR 0002004873-25-000007 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,739 shares
    Change vs previous 13F +1,816 shares

    0.48% of the 13F portfolio, value $2,751,688.

    13F-HR 0002004873-25-000005 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,923 shares
    Change vs previous 13F +595 shares

    0.53% of the 13F portfolio, value $2,564,318.

    13F-HR 0002004873-25-000002 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,328 shares
    Change vs previous 13F +988 shares

    0.49% of the 13F portfolio, value $2,454,328.

    13F-HR 0002004873-25-000001 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,340 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,464,909.

    13F-HR 0002004873-24-000006 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).