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United Advisor Group, LLC: SGOV position timeline

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

United Advisor Group, LLC held 33,799 SGOV 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 33,799 shares
    Change vs previous 13F +16,016 shares

    0.36% of the 13F portfolio, value $3,402,580.

    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 17,783 shares
    Change vs previous 13F -2,473 shares

    0.22% of the 13F portfolio, value $1,790,040.

    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 20,256 shares
    Change vs previous 13F +3,537 shares

    0.26% of the 13F portfolio, value $2,033,287.

    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 16,719 shares
    Change vs previous 13F -2,278 shares

    0.23% of the 13F portfolio, value $1,683,615.

    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 18,997 shares
    Change vs previous 13F -7,498 shares

    0.33% of the 13F portfolio, value $1,912,772.

    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 26,495 shares
    Change vs previous 13F +12,735 shares

    0.55% of the 13F portfolio, value $2,667,256.

    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 13,760 shares
    Change vs previous 13F +6,721 shares

    0.27% of the 13F portfolio, value $1,380,419.

    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 7,039 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $708,968.

    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).