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United Advisor Group, LLC: MSMR position timeline

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

United Advisor Group, LLC held 229,792 MSMR 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 229,792 shares
    Change vs previous 13F +11,261 shares

    0.86% of the 13F portfolio, value $8,079,487.

    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 218,531 shares
    Change vs previous 13F +2,193 shares

    0.93% of the 13F portfolio, value $7,537,134.

    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 216,338 shares
    Change vs previous 13F +6,867 shares

    0.97% of the 13F portfolio, value $7,535,053.

    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 209,471 shares
    Change vs previous 13F +25,898 shares

    0.95% of the 13F portfolio, value $7,085,608.

    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 183,573 shares
    Change vs previous 13F +122,158 shares

    0.98% of the 13F portfolio, value $5,679,125.

    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 61,415 shares
    Change vs previous 13F +54,554 shares

    0.37% of the 13F portfolio, value $1,824,640.

    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 6,861 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $207,545.

    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).