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United Advisor Group, LLC: SDGR position timeline

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

United Advisor Group, LLC held 12,274 SDGR 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 12,274 shares
    Change vs previous 13F -1,344 shares

    0.02% of the 13F portfolio, value $199,453.

    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 13,618 shares
    Change vs previous 13F -821 shares

    0.02% of the 13F portfolio, value $154,700.

    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 14,439 shares
    Change vs previous 13F -5,210 shares

    0.03% of the 13F portfolio, value $258,169.

    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 19,649 shares
    Change vs previous 13F -494 shares

    0.05% of the 13F portfolio, value $394,159.

    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 20,143 shares
    Change vs previous 13F +79 shares

    0.07% of the 13F portfolio, value $405,277.

    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 20,064 shares
    Change vs previous 13F +295 shares

    0.08% of the 13F portfolio, value $396,063.

    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 19,769 shares
    Change vs previous 13F +634 shares

    0.08% of the 13F portfolio, value $381,344.

    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 19,135 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $354,954.

    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).