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United Advisor Group, LLC: BAI position timeline

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

United Advisor Group, LLC held 76,672 BAI 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 76,672 shares
    Change vs previous 13F +1,049 shares

    0.43% of the 13F portfolio, value $4,042,127.

    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 75,623 shares
    Change vs previous 13F +7,167 shares

    0.31% of the 13F portfolio, value $2,491,765.

    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 68,456 shares
    Change vs previous 13F +55,355 shares

    0.29% of the 13F portfolio, value $2,279,572.

    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 13,101 shares
    Change vs previous 13F +2,997 shares

    0.06% of the 13F portfolio, value $447,530.

    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 10,104 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $291,500.

    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).