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Disclosery

United Advisor Group, LLC: CSRE position timeline

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

United Advisor Group, LLC held 191,597 CSRE 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 191,597 shares
    Change vs previous 13F +18,879 shares

    0.58% of the 13F portfolio, value $5,437,537.

    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 172,718 shares
    Change vs previous 13F +56,806 shares

    0.56% of the 13F portfolio, value $4,539,020.

    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 115,912 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,957,367.

    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).