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United Advisor Group, LLC: CGBL position timeline

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

United Advisor Group, LLC held 45,157 CGBL 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 45,157 shares
    Change vs previous 13F +4,200 shares

    0.18% of the 13F portfolio, value $1,714,167.

    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 40,957 shares
    Change vs previous 13F +625 shares

    0.17% of the 13F portfolio, value $1,409,320.

    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 40,332 shares
    Change vs previous 13F +5,370 shares

    0.18% of the 13F portfolio, value $1,424,919.

    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 34,962 shares
    Change vs previous 13F +6,268 shares

    0.16% of the 13F portfolio, value $1,213,868.

    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 28,694 shares
    Change vs previous 13F +11,800 shares

    0.17% of the 13F portfolio, value $959,519.

    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 16,894 shares
    Change vs previous 13F +560 shares

    0.11% of the 13F portfolio, value $523,378.

    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 16,334 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $510,766.

    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).