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United Advisor Group, LLC: DES position timeline

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

United Advisor Group, LLC held 14,264 DES 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 14,264 shares
    Change vs previous 13F -404 shares

    0.06% of the 13F portfolio, value $580,247.

    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 14,668 shares
    Change vs previous 13F -188 shares

    0.07% of the 13F portfolio, value $527,156.

    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 14,856 shares
    Change vs previous 13F -21,977 shares

    0.06% of the 13F portfolio, value $496,947.

    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 36,833 shares
    Change vs previous 13F -73 shares

    0.17% of the 13F portfolio, value $1,240,523.

    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 36,906 shares
    Change vs previous 13F +345 shares

    0.2% of the 13F portfolio, value $1,172,126.

    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 36,561 shares
    Change vs previous 13F -57 shares

    0.24% of the 13F portfolio, value $1,168,483.

    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 36,618 shares
    Change vs previous 13F -2,383 shares

    0.25% of the 13F portfolio, value $1,257,840.

    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 39,001 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,345,157.

    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).