Skip to content
Disclosery

United Advisor Group, LLC: SEIE position timeline

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

United Advisor Group, LLC held 23,020 SEIE 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 23,020 shares
    Change vs previous 13F +1,997 shares

    0.09% of the 13F portfolio, value $817,010.

    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 21,023 shares
    Change vs previous 13F +1,992 shares

    0.08% of the 13F portfolio, value $685,268.

    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 19,031 shares
    Change vs previous 13F +3,419 shares

    0.08% of the 13F portfolio, value $619,115.

    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 15,612 shares
    Change vs previous 13F -117 shares

    0.06% of the 13F portfolio, value $476,249.

    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 15,729 shares
    Change vs previous 13F -136 shares

    0.08% of the 13F portfolio, value $463,626.

    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 15,865 shares
    Change vs previous 13F -617 shares

    0.09% of the 13F portfolio, value $416,466.

    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 16,482 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $393,343.

    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).