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United Advisor Group, LLC: JEPI position timeline

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

United Advisor Group, LLC held 58,917 JEPI 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 58,917 shares
    Change vs previous 13F -305 shares

    0.35% of the 13F portfolio, value $3,327,658.

    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 59,222 shares
    Change vs previous 13F +4,422 shares

    0.42% of the 13F portfolio, value $3,356,729.

    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 54,800 shares
    Change vs previous 13F -2,522 shares

    0.4% of the 13F portfolio, value $3,137,160.

    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 57,322 shares
    Change vs previous 13F +17,120 shares

    0.44% of the 13F portfolio, value $3,273,067.

    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 40,202 shares
    Change vs previous 13F -1,283 shares

    0.4% of the 13F portfolio, value $2,285,477.

    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 41,485 shares
    Change vs previous 13F -495 shares

    0.49% of the 13F portfolio, value $2,370,451.

    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 41,980 shares
    Change vs previous 13F +14,637 shares

    0.48% of the 13F portfolio, value $2,415,130.

    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 27,343 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,627,186.

    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).