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United Advisor Group, LLC: IJR position timeline

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

United Advisor Group, LLC held 34,675 IJR 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 34,675 shares
    Change vs previous 13F +1,373 shares

    0.55% of the 13F portfolio, value $5,142,587.

    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 33,302 shares
    Change vs previous 13F +3,661 shares

    0.51% of the 13F portfolio, value $4,139,803.

    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 29,641 shares
    Change vs previous 13F -2,459 shares

    0.46% of the 13F portfolio, value $3,562,308.

    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 32,100 shares
    Change vs previous 13F +7,281 shares

    0.51% of the 13F portfolio, value $3,814,442.

    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 24,819 shares
    Change vs previous 13F +2,593 shares

    0.47% of the 13F portfolio, value $2,712,522.

    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 22,226 shares
    Change vs previous 13F +2,659 shares

    0.48% of the 13F portfolio, value $2,324,141.

    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 19,567 shares
    Change vs previous 13F +15,545 shares

    0.45% of the 13F portfolio, value $2,254,525.

    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 4,022 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $470,413.

    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).