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United Advisor Group, LLC: SCHV position timeline

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

United Advisor Group, LLC held 56,439 SCHV 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 56,439 shares
    Change vs previous 13F +10,278 shares

    0.21% of the 13F portfolio, value $1,964,642.

    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 46,161 shares
    Change vs previous 13F -491 shares

    0.17% of the 13F portfolio, value $1,407,911.

    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 46,652 shares
    Change vs previous 13F +1,679 shares

    0.18% of the 13F portfolio, value $1,381,366.

    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 44,973 shares
    Change vs previous 13F +1,241 shares

    0.18% of the 13F portfolio, value $1,309,164.

    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 43,732 shares
    Change vs previous 13F +29,915 shares

    0.21% of the 13F portfolio, value $1,210,064.

    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 13,817 shares
    Change vs previous 13F +1,559 shares

    0.08% of the 13F portfolio, value $367,256.

    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 12,258 shares
    Change vs previous 13F +8,139 shares

    0.06% of the 13F portfolio, value $319,566.

    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 4,119 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $331,044.

    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).