Skip to content
Disclosery

United Advisor Group, LLC: IVW position timeline

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

United Advisor Group, LLC held 21,831 IVW 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 21,831 shares
    Change vs previous 13F +1,570 shares

    0.32% of the 13F portfolio, value $3,002,419.

    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 20,261 shares
    Change vs previous 13F +2,399 shares

    0.28% of the 13F portfolio, value $2,291,693.

    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 17,862 shares
    Change vs previous 13F +12,702 shares

    0.28% of the 13F portfolio, value $2,201,731.

    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 5,160 shares
    Change vs previous 13F +214 shares

    0.08% of the 13F portfolio, value $622,938.

    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 4,946 shares
    Change vs previous 13F +527 shares

    0.09% of the 13F portfolio, value $544,570.

    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 4,419 shares
    Change vs previous 13F +59 shares

    0.08% of the 13F portfolio, value $410,225.

    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 4,360 shares
    Change vs previous 13F +364 shares

    0.09% of the 13F portfolio, value $442,676.

    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 3,996 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $382,617.

    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).