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Disclosery

United Advisor Group, LLC: PTBD position timeline

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

United Advisor Group, LLC held 0 PTBD shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -11,476 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 11,476 shares
    Change vs previous 13F -191 shares

    0.04% of the 13F portfolio, value $226,660.

    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).

  3. period ended2025-03-31
    13F 11,667 shares
    Change vs previous 13F +245 shares

    0.05% of the 13F portfolio, value $234,044.

    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).

  4. period ended2024-12-31
    13F 11,422 shares
    Change vs previous 13F +97 shares

    0.05% of the 13F portfolio, value $228,434.

    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).

  5. period ended2024-09-30
    13F 11,325 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $233,642.

    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).