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United Advisor Group, LLC: FRDM position timeline

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

United Advisor Group, LLC held 112,952 FRDM 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 112,952 shares
    Change vs previous 13F +17,935 shares

    0.87% of the 13F portfolio, value $8,234,201.

    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 95,017 shares
    Change vs previous 13F +12,662 shares

    0.64% of the 13F portfolio, value $5,192,679.

    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 82,355 shares
    Change vs previous 13F +8,466 shares

    0.54% of the 13F portfolio, value $4,222,341.

    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 73,889 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,274,022.

    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).