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United Advisor Group, LLC: FYLD position timeline

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

United Advisor Group, LLC held 183,160 FYLD 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 183,160 shares
    Change vs previous 13F +9,167 shares

    0.71% of the 13F portfolio, value $6,683,501.

    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 173,993 shares
    Change vs previous 13F +4,429 shares

    0.8% of the 13F portfolio, value $6,496,020.

    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 169,564 shares
    Change vs previous 13F +14,596 shares

    0.71% of the 13F portfolio, value $5,509,143.

    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 154,968 shares
    Change vs previous 13F +13,263 shares

    0.65% of the 13F portfolio, value $4,833,446.

    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 141,705 shares
    Change vs previous 13F +2,781 shares

    0.72% of the 13F portfolio, value $4,143,453.

    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 138,924 shares
    Change vs previous 13F +8,452 shares

    0.77% of the 13F portfolio, value $3,741,231.

    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 130,472 shares
    Change vs previous 13F +27,450 shares

    0.65% of the 13F portfolio, value $3,289,188.

    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 103,022 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,869,165.

    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).