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United Advisor Group, LLC: IHDG position timeline

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

United Advisor Group, LLC held 24,993 IHDG 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 24,993 shares
    Change vs previous 13F -1,385 shares

    0.14% of the 13F portfolio, value $1,309,135.

    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 26,378 shares
    Change vs previous 13F -74 shares

    0.16% of the 13F portfolio, value $1,270,081.

    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 26,452 shares
    Change vs previous 13F -1,851 shares

    0.17% of the 13F portfolio, value $1,287,165.

    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 28,303 shares
    Change vs previous 13F -31,484 shares

    0.18% of the 13F portfolio, value $1,304,221.

    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 59,787 shares
    Change vs previous 13F +1,028 shares

    0.47% of the 13F portfolio, value $2,693,385.

    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 58,759 shares
    Change vs previous 13F +3,841 shares

    0.52% of the 13F portfolio, value $2,550,128.

    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 54,918 shares
    Change vs previous 13F -3,990 shares

    0.47% of the 13F portfolio, value $2,387,265.

    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 58,908 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,692,106.

    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).