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United Advisor Group, LLC: FIXD position timeline

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

United Advisor Group, LLC held 12,795 FIXD 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 12,795 shares
    Change vs previous 13F -317 shares

    0.06% of the 13F portfolio, value $557,976.

    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 13,112 shares
    Change vs previous 13F -3,619 shares

    0.07% of the 13F portfolio, value $571,569.

    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 16,731 shares
    Change vs previous 13F -6,782 shares

    0.1% of the 13F portfolio, value $741,530.

    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 23,513 shares
    Change vs previous 13F -798 shares

    0.14% of the 13F portfolio, value $1,044,451.

    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 24,311 shares
    Change vs previous 13F -1,316 shares

    0.18% of the 13F portfolio, value $1,067,030.

    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 25,627 shares
    Change vs previous 13F +680 shares

    0.23% of the 13F portfolio, value $1,123,502.

    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 24,947 shares
    Change vs previous 13F -4,679 shares

    0.21% of the 13F portfolio, value $1,071,964.

    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 29,626 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,340,272.

    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).