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United Advisor Group, LLC: SEIV position timeline

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

United Advisor Group, LLC held 40,818 SEIV 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 40,818 shares
    Change vs previous 13F -2,081 shares

    0.21% of the 13F portfolio, value $1,959,264.

    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 42,899 shares
    Change vs previous 13F +1,739 shares

    0.22% of the 13F portfolio, value $1,782,882.

    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 41,160 shares
    Change vs previous 13F +2,359 shares

    0.22% of the 13F portfolio, value $1,708,140.

    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 38,801 shares
    Change vs previous 13F +5,475 shares

    0.2% of the 13F portfolio, value $1,509,359.

    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 33,326 shares
    Change vs previous 13F +21,432 shares

    0.21% of the 13F portfolio, value $1,189,405.

    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 11,894 shares
    Change vs previous 13F +463 shares

    0.08% of the 13F portfolio, value $386,079.

    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 11,431 shares
    Change vs previous 13F -314 shares

    0.07% of the 13F portfolio, value $378,586.

    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 11,745 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $386,998.

    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).