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United Advisor Group, LLC: BND position timeline

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

United Advisor Group, LLC held 60,008 BND 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 60,008 shares
    Change vs previous 13F +7,411 shares

    0.47% of the 13F portfolio, value $4,405,181.

    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 52,597 shares
    Change vs previous 13F +1,906 shares

    0.48% of the 13F portfolio, value $3,873,246.

    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 50,691 shares
    Change vs previous 13F +9,860 shares

    0.48% of the 13F portfolio, value $3,754,646.

    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 40,831 shares
    Change vs previous 13F +5,541 shares

    0.41% of the 13F portfolio, value $3,036,635.

    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 35,290 shares
    Change vs previous 13F +10,867 shares

    0.45% of the 13F portfolio, value $2,598,439.

    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 24,423 shares
    Change vs previous 13F +1,647 shares

    0.37% of the 13F portfolio, value $1,793,846.

    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 22,776 shares
    Change vs previous 13F +14,093 shares

    0.32% of the 13F portfolio, value $1,637,808.

    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 8,683 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $652,200.

    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).