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United Advisor Group, LLC: SCHP position timeline

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

United Advisor Group, LLC held 78,609 SCHP 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 78,609 shares
    Change vs previous 13F +2,976 shares

    0.22% of the 13F portfolio, value $2,083,126.

    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 75,633 shares
    Change vs previous 13F +9,084 shares

    0.25% of the 13F portfolio, value $2,012,591.

    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 66,549 shares
    Change vs previous 13F +5,752 shares

    0.23% of the 13F portfolio, value $1,762,880.

    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 60,797 shares
    Change vs previous 13F +4,056 shares

    0.22% of the 13F portfolio, value $1,638,481.

    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 56,741 shares
    Change vs previous 13F +38,436 shares

    0.26% of the 13F portfolio, value $1,513,843.

    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 18,305 shares
    Change vs previous 13F +3,584 shares

    0.1% of the 13F portfolio, value $492,223.

    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 14,721 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $380,243.

    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).