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United Advisor Group, LLC: IVV position timeline

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

United Advisor Group, LLC held 5,733 IVV 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 5,733 shares
    Change vs previous 13F +1,255 shares

    0.46% of the 13F portfolio, value $4,293,016.

    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 4,478 shares
    Change vs previous 13F -2,559 shares

    0.36% of the 13F portfolio, value $2,924,898.

    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 7,037 shares
    Change vs previous 13F +807 shares

    0.62% of the 13F portfolio, value $4,820,170.

    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 6,230 shares
    Change vs previous 13F +3,056 shares

    0.56% of the 13F portfolio, value $4,169,640.

    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 3,174 shares
    Change vs previous 13F -655 shares

    0.34% of the 13F portfolio, value $1,970,706.

    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 3,829 shares
    Change vs previous 13F -236 shares

    0.44% of the 13F portfolio, value $2,151,280.

    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 4,065 shares
    Change vs previous 13F -197 shares

    0.47% of the 13F portfolio, value $2,393,125.

    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 4,262 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,458,407.

    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).