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United Advisor Group, LLC: PFE position timeline

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

United Advisor Group, LLC held 89,061 PFE 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 89,061 shares
    Change vs previous 13F -1,167 shares

    0.23% of the 13F portfolio, value $2,144,581.

    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 90,228 shares
    Change vs previous 13F +855 shares

    0.31% of the 13F portfolio, value $2,533,615.

    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 89,373 shares
    Change vs previous 13F +29,502 shares

    0.29% of the 13F portfolio, value $2,225,399.

    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 59,871 shares
    Change vs previous 13F +44,824 shares

    0.21% of the 13F portfolio, value $1,525,519.

    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 15,047 shares
    Change vs previous 13F +2,794 shares

    0.06% of the 13F portfolio, value $364,739.

    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 12,253 shares
    Change vs previous 13F -29,323 shares

    0.06% of the 13F portfolio, value $310,491.

    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 41,576 shares
    Change vs previous 13F -3,207 shares

    0.22% of the 13F portfolio, value $1,103,013.

    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 44,783 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,296,020.

    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).