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United Advisor Group, LLC: BOXX position timeline

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

United Advisor Group, LLC held 11,027 BOXX 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 11,027 shares
    Change vs previous 13F -205 shares

    0.14% of the 13F portfolio, value $1,291,151.

    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 11,232 shares
    Change vs previous 13F +260 shares

    0.16% of the 13F portfolio, value $1,306,169.

    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 10,972 shares
    Change vs previous 13F +431 shares

    0.16% of the 13F portfolio, value $1,262,877.

    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 10,541 shares
    Change vs previous 13F +1,822 shares

    0.16% of the 13F portfolio, value $1,200,198.

    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 8,719 shares
    Change vs previous 13F -377 shares

    0.17% of the 13F portfolio, value $982,457.

    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 9,096 shares
    Change vs previous 13F +1,237 shares

    0.21% of the 13F portfolio, value $1,014,113.

    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 7,859 shares
    Change vs previous 13F +2,765 shares

    0.17% of the 13F portfolio, value $866,691.

    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 5,094 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $554,889.

    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).