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United Advisor Group, LLC: IEP position timeline

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

United Advisor Group, LLC held 32,712 IEP 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 32,712 shares
    Change vs previous 13F +1,850 shares

    0.03% of the 13F portfolio, value $235,853.

    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 30,862 shares
    Change vs previous 13F -2,471 shares

    0.03% of the 13F portfolio, value $233,006.

    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 33,333 shares
    Change vs previous 13F -292 shares

    0.03% of the 13F portfolio, value $251,663.

    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 33,625 shares
    Change vs previous 13F +3,776 shares

    0.04% of the 13F portfolio, value $283,122.

    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 29,849 shares
    Change vs previous 13F +1,483 shares

    0.04% of the 13F portfolio, value $240,133.

    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 28,366 shares
    Change vs previous 13F -574 shares

    0.05% of the 13F portfolio, value $256,996.

    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 28,940 shares
    Change vs previous 13F +10 shares

    0.05% of the 13F portfolio, value $250,911.

    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 28,930 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $391,134.

    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).