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United Advisor Group, LLC: PM position timeline

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

United Advisor Group, LLC held 15,353 PM 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 15,353 shares
    Change vs previous 13F +248 shares

    0.29% of the 13F portfolio, value $2,777,456.

    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 15,105 shares
    Change vs previous 13F +1,319 shares

    0.31% of the 13F portfolio, value $2,497,476.

    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 13,786 shares
    Change vs previous 13F +1,250 shares

    0.28% of the 13F portfolio, value $2,211,378.

    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 12,536 shares
    Change vs previous 13F +2,099 shares

    0.27% of the 13F portfolio, value $2,033,298.

    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 10,437 shares
    Change vs previous 13F +289 shares

    0.33% of the 13F portfolio, value $1,900,891.

    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 10,148 shares
    Change vs previous 13F -877 shares

    0.33% of the 13F portfolio, value $1,610,792.

    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 11,025 shares
    Change vs previous 13F -388 shares

    0.26% of the 13F portfolio, value $1,326,859.

    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 11,413 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,385,538.

    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).