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United Advisor Group, LLC: HTRB position timeline

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

United Advisor Group, LLC held 138,512 HTRB 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 138,512 shares
    Change vs previous 13F +3,960 shares

    0.5% of the 13F portfolio, value $4,672,707.

    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 134,552 shares
    Change vs previous 13F +10,416 shares

    0.56% of the 13F portfolio, value $4,539,788.

    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 124,136 shares
    Change vs previous 13F +11,233 shares

    0.54% of the 13F portfolio, value $4,239,231.

    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 112,903 shares
    Change vs previous 13F +11,417 shares

    0.52% of the 13F portfolio, value $3,871,458.

    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 101,486 shares
    Change vs previous 13F +80,304 shares

    0.59% of the 13F portfolio, value $3,437,346.

    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 21,182 shares
    Change vs previous 13F +7,537 shares

    0.15% of the 13F portfolio, value $717,230.

    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 13,645 shares
    Change vs previous 13F -1,723 shares

    0.09% of the 13F portfolio, value $454,776.

    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 15,368 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $537,260.

    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).