Skip to content
Disclosery

United Advisor Group, LLC: SDVY position timeline

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

United Advisor Group, LLC held 89,124 SDVY 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 89,124 shares
    Change vs previous 13F +7,856 shares

    0.41% of the 13F portfolio, value $3,844,802.

    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 81,268 shares
    Change vs previous 13F +3,442 shares

    0.4% of the 13F portfolio, value $3,204,417.

    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 77,826 shares
    Change vs previous 13F +17,424 shares

    0.38% of the 13F portfolio, value $2,982,300.

    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 60,402 shares
    Change vs previous 13F +12,623 shares

    0.31% of the 13F portfolio, value $2,296,438.

    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 47,779 shares
    Change vs previous 13F +1,528 shares

    0.29% of the 13F portfolio, value $1,685,629.

    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 46,251 shares
    Change vs previous 13F +2,856 shares

    0.32% of the 13F portfolio, value $1,549,408.

    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 43,395 shares
    Change vs previous 13F +9,647 shares

    0.31% of the 13F portfolio, value $1,555,693.

    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 33,748 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,227,752.

    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).