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United Advisor Group, LLC: QUAL position timeline

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

United Advisor Group, LLC held 3,868 QUAL 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 3,868 shares
    Change vs previous 13F -793 shares

    0.09% of the 13F portfolio, value $848,673.

    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 4,661 shares
    Change vs previous 13F -12,020 shares

    0.11% of the 13F portfolio, value $894,092.

    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 16,681 shares
    Change vs previous 13F -2,816 shares

    0.43% of the 13F portfolio, value $3,313,230.

    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 19,497 shares
    Change vs previous 13F +220 shares

    0.51% of the 13F portfolio, value $3,792,134.

    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 19,277 shares
    Change vs previous 13F -211 shares

    0.61% of the 13F portfolio, value $3,524,245.

    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 19,488 shares
    Change vs previous 13F +1,428 shares

    0.68% of the 13F portfolio, value $3,330,331.

    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 18,060 shares
    Change vs previous 13F +129 shares

    0.64% of the 13F portfolio, value $3,216,136.

    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 17,931 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $3,215,038.

    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).