United Advisor Group, LLC: SHV position timeline

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

United Advisor Group, LLC held 6,120 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 6,120 shares
Change vs previous 13F -710 shares
0.07% of the 13F portfolio, value $675,330.
13F-HR 0002004873-26-000003 filed by United Advisor Group, LLC
Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,830 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $754,009.
13F-HR 0002004873-26-000002 filed by United Advisor Group, LLC
Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).