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United Advisor Group, LLC: ICVT position timeline

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

United Advisor Group, LLC held 9,804 ICVT 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 9,804 shares
    Change vs previous 13F -132 shares

    0.13% of the 13F portfolio, value $1,193,576.

    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 9,936 shares
    Change vs previous 13F +943 shares

    0.13% of the 13F portfolio, value $1,011,406.

    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 8,993 shares
    Change vs previous 13F -2,412 shares

    0.11% of the 13F portfolio, value $885,769.

    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 11,405 shares
    Change vs previous 13F +1,156 shares

    0.15% of the 13F portfolio, value $1,141,052.

    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 10,249 shares
    Change vs previous 13F +727 shares

    0.16% of the 13F portfolio, value $923,399.

    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 9,522 shares
    Change vs previous 13F +768 shares

    0.16% of the 13F portfolio, value $796,096.

    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 8,754 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $743,857.

    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).