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United Advisor Group, LLC: FBND position timeline

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

United Advisor Group, LLC held 43,011 FBND 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 43,011 shares
    Change vs previous 13F +9,453 shares

    0.21% of the 13F portfolio, value $1,956,552.

    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 33,558 shares
    Change vs previous 13F +2,002 shares

    0.19% of the 13F portfolio, value $1,530,925.

    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 31,556 shares
    Change vs previous 13F +4,118 shares

    0.19% of the 13F portfolio, value $1,452,838.

    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 27,438 shares
    Change vs previous 13F +3,414 shares

    0.17% of the 13F portfolio, value $1,268,733.

    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 24,024 shares
    Change vs previous 13F -2,603 shares

    0.19% of the 13F portfolio, value $1,099,098.

    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 26,627 shares
    Change vs previous 13F +4,594 shares

    0.25% of the 13F portfolio, value $1,215,523.

    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 22,033 shares
    Change vs previous 13F +10,026 shares

    0.2% of the 13F portfolio, value $988,621.

    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 12,007 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $561,207.

    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).