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United Advisor Group, LLC: SCHA position timeline

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

United Advisor Group, LLC held 131,999 SCHA 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 131,999 shares
    Change vs previous 13F -2,820 shares

    0.51% of the 13F portfolio, value $4,769,123.

    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 134,819 shares
    Change vs previous 13F +9,404 shares

    0.49% of the 13F portfolio, value $3,920,539.

    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 125,415 shares
    Change vs previous 13F +10,612 shares

    0.46% of the 13F portfolio, value $3,571,827.

    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 114,803 shares
    Change vs previous 13F +7,155 shares

    0.43% of the 13F portfolio, value $3,203,014.

    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 107,648 shares
    Change vs previous 13F +52,315 shares

    0.47% of the 13F portfolio, value $2,723,501.

    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 55,333 shares
    Change vs previous 13F +8,641 shares

    0.27% of the 13F portfolio, value $1,296,458.

    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 46,692 shares
    Change vs previous 13F +39,317 shares

    0.24% of the 13F portfolio, value $1,207,447.

    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 7,375 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $379,832.

    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).