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United Advisor Group, LLC: IDEV position timeline

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

United Advisor Group, LLC held 33,336 IDEV 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 33,336 shares
    Change vs previous 13F +5,642 shares

    0.31% of the 13F portfolio, value $2,967,237.

    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 27,694 shares
    Change vs previous 13F +4,820 shares

    0.29% of the 13F portfolio, value $2,314,388.

    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 22,874 shares
    Change vs previous 13F +405 shares

    0.24% of the 13F portfolio, value $1,886,648.

    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 22,469 shares
    Change vs previous 13F +357 shares

    0.24% of the 13F portfolio, value $1,801,340.

    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 22,112 shares
    Change vs previous 13F +14,020 shares

    0.29% of the 13F portfolio, value $1,681,396.

    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 8,092 shares
    Change vs previous 13F +858 shares

    0.11% of the 13F portfolio, value $557,458.

    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 7,234 shares
    Change vs previous 13F -2,954 shares

    0.09% of the 13F portfolio, value $466,376.

    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 10,188 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $721,616.

    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).