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United Advisor Group, LLC: DON position timeline

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

United Advisor Group, LLC held 141,999 DON 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 141,999 shares
    Change vs previous 13F +531 shares

    0.85% of the 13F portfolio, value $8,025,800.

    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 141,468 shares
    Change vs previous 13F -1,308 shares

    0.92% of the 13F portfolio, value $7,432,717.

    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 142,776 shares
    Change vs previous 13F -4,783 shares

    0.95% of the 13F portfolio, value $7,367,263.

    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 147,559 shares
    Change vs previous 13F +2,301 shares

    1.04% of the 13F portfolio, value $7,717,322.

    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 145,258 shares
    Change vs previous 13F +1,229 shares

    1.26% of the 13F portfolio, value $7,280,341.

    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 144,029 shares
    Change vs previous 13F +5,772 shares

    1.46% of the 13F portfolio, value $7,132,324.

    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 138,257 shares
    Change vs previous 13F +14,070 shares

    1.39% of the 13F portfolio, value $7,046,966.

    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 124,187 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $6,349,666.

    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).