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United Advisor Group, LLC: AVGO position timeline

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

United Advisor Group, LLC held 7,186 AVGO 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 7,186 shares
    Change vs previous 13F +1,862 shares

    0.29% of the 13F portfolio, value $2,714,522.

    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 5,324 shares
    Change vs previous 13F -536 shares

    0.2% of the 13F portfolio, value $1,647,706.

    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 5,860 shares
    Change vs previous 13F +1,381 shares

    0.26% of the 13F portfolio, value $2,028,221.

    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 4,479 shares
    Change vs previous 13F -1,606 shares

    0.2% of the 13F portfolio, value $1,477,662.

    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 6,085 shares
    Change vs previous 13F +2,114 shares

    0.29% of the 13F portfolio, value $1,677,273.

    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 3,971 shares
    Change vs previous 13F -2,201 shares

    0.14% of the 13F portfolio, value $664,905.

    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 6,172 shares
    Change vs previous 13F +1,382 shares

    0.28% of the 13F portfolio, value $1,430,971.

    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 4,790 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $826,275.

    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).