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United Advisor Group, LLC: HD position timeline

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

United Advisor Group, LLC held 3,634 HD 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 3,634 shares
    Change vs previous 13F -9 shares

    0.14% of the 13F portfolio, value $1,281,512.

    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 3,643 shares
    Change vs previous 13F +127 shares

    0.15% of the 13F portfolio, value $1,197,994.

    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 3,516 shares
    Change vs previous 13F -158 shares

    0.16% of the 13F portfolio, value $1,209,982.

    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 3,674 shares
    Change vs previous 13F +800 shares

    0.2% of the 13F portfolio, value $1,488,501.

    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 2,874 shares
    Change vs previous 13F +554 shares

    0.18% of the 13F portfolio, value $1,053,652.

    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 2,320 shares
    Change vs previous 13F -761 shares

    0.17% of the 13F portfolio, value $850,150.

    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 3,081 shares
    Change vs previous 13F +148 shares

    0.24% of the 13F portfolio, value $1,198,616.

    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 2,933 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,188,452.

    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).