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United Advisor Group, LLC: MSFT position timeline

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

United Advisor Group, LLC held 42,915 MSFT 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 42,915 shares
    Change vs previous 13F +4,481 shares

    1.7% of the 13F portfolio, value $16,007,978.

    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 38,434 shares
    Change vs previous 13F +5,765 shares

    1.76% of the 13F portfolio, value $14,227,122.

    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 32,669 shares
    Change vs previous 13F +1,266 shares

    2.03% of the 13F portfolio, value $15,799,617.

    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 31,403 shares
    Change vs previous 13F +6,996 shares

    2.19% of the 13F portfolio, value $16,265,229.

    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 24,407 shares
    Change vs previous 13F +1,330 shares

    2.1% of the 13F portfolio, value $12,140,269.

    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 23,077 shares
    Change vs previous 13F -2,903 shares

    1.78% of the 13F portfolio, value $8,662,813.

    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 25,980 shares
    Change vs previous 13F +1,101 shares

    2.17% of the 13F portfolio, value $10,950,598.

    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 24,879 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $10,705,535.

    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).