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United Advisor Group, LLC: FPE position timeline

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

United Advisor Group, LLC held 198,203 FPE 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 198,203 shares
    Change vs previous 13F +7,213 shares

    0.38% of the 13F portfolio, value $3,543,863.

    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 190,990 shares
    Change vs previous 13F +7,078 shares

    0.42% of the 13F portfolio, value $3,390,074.

    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 183,912 shares
    Change vs previous 13F +8,279 shares

    0.43% of the 13F portfolio, value $3,350,873.

    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 175,633 shares
    Change vs previous 13F +2,936 shares

    0.43% of the 13F portfolio, value $3,203,541.

    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 172,697 shares
    Change vs previous 13F -2,019 shares

    0.53% of the 13F portfolio, value $3,074,001.

    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 174,716 shares
    Change vs previous 13F +11,945 shares

    0.63% of the 13F portfolio, value $3,073,257.

    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 162,771 shares
    Change vs previous 13F +24,156 shares

    0.57% of the 13F portfolio, value $2,881,048.

    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 138,615 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,508,924.

    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).