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United Advisor Group, LLC: COST position timeline

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

United Advisor Group, LLC held 2,588 COST 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 2,588 shares
    Change vs previous 13F -85 shares

    0.26% of the 13F portfolio, value $2,421,237.

    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 2,673 shares
    Change vs previous 13F -1 shares

    0.33% of the 13F portfolio, value $2,663,459.

    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 2,674 shares
    Change vs previous 13F -46 shares

    0.3% of the 13F portfolio, value $2,305,738.

    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 2,720 shares
    Change vs previous 13F +581 shares

    0.34% of the 13F portfolio, value $2,517,441.

    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 2,139 shares
    Change vs previous 13F +579 shares

    0.37% of the 13F portfolio, value $2,117,634.

    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 1,560 shares
    Change vs previous 13F -727 shares

    0.3% of the 13F portfolio, value $1,475,417.

    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 2,287 shares
    Change vs previous 13F +165 shares

    0.41% of the 13F portfolio, value $2,095,706.

    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 2,122 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,881,195.

    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).