Skip to content
Disclosery

United Advisor Group, LLC: CAPE position timeline

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

United Advisor Group, LLC held 10,777 CAPE 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 10,777 shares
    Change vs previous 13F +2,346 shares

    0.04% of the 13F portfolio, value $349,580.

    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 8,431 shares
    Change vs previous 13F +1,050 shares

    0.03% of the 13F portfolio, value $260,122.

    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 7,381 shares
    Change vs previous 13F +1,184 shares

    0.03% of the 13F portfolio, value $237,934.

    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 6,197 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $201,898.

    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).