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United Advisor Group, LLC: DFAI position timeline

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

United Advisor Group, LLC held 195,544 DFAI 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 195,544 shares
    Change vs previous 13F +5,691 shares

    0.86% of the 13F portfolio, value $8,066,178.

    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 189,853 shares
    Change vs previous 13F +4,223 shares

    0.92% of the 13F portfolio, value $7,396,665.

    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 185,630 shares
    Change vs previous 13F +2,686 shares

    0.91% of the 13F portfolio, value $7,074,376.

    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 182,944 shares
    Change vs previous 13F +46,542 shares

    0.89% of the 13F portfolio, value $6,650,017.

    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 136,402 shares
    Change vs previous 13F -22,725 shares

    0.82% of the 13F portfolio, value $4,715,417.

    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 159,127 shares
    Change vs previous 13F +4,229 shares

    1.02% of the 13F portfolio, value $4,969,536.

    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 154,898 shares
    Change vs previous 13F +37,964 shares

    0.89% of the 13F portfolio, value $4,523,022.

    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 116,934 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $3,716,163.

    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).