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United Advisor Group, LLC: JCPB position timeline

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

United Advisor Group, LLC held 100,807 JCPB 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 100,807 shares
    Change vs previous 13F +4,678 shares

    0.5% of the 13F portfolio, value $4,731,900.

    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 96,129 shares
    Change vs previous 13F +2,812 shares

    0.56% of the 13F portfolio, value $4,525,748.

    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 93,317 shares
    Change vs previous 13F +4,448 shares

    0.57% of the 13F portfolio, value $4,418,551.

    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 88,869 shares
    Change vs previous 13F -1,616 shares

    0.57% of the 13F portfolio, value $4,225,723.

    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 90,485 shares
    Change vs previous 13F -4,968 shares

    0.74% of the 13F portfolio, value $4,258,230.

    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 95,453 shares
    Change vs previous 13F +9,387 shares

    0.92% of the 13F portfolio, value $4,490,106.

    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 86,066 shares
    Change vs previous 13F +15,882 shares

    0.78% of the 13F portfolio, value $3,965,075.

    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 70,184 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $3,385,667.

    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).