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United Advisor Group, LLC: SMDV position timeline

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

United Advisor Group, LLC held 32,426 SMDV 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 32,426 shares
    Change vs previous 13F +110 shares

    0.27% of the 13F portfolio, value $2,497,775.

    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 32,316 shares
    Change vs previous 13F -1,334 shares

    0.28% of the 13F portfolio, value $2,222,999.

    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 33,650 shares
    Change vs previous 13F -14,864 shares

    0.29% of the 13F portfolio, value $2,223,614.

    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 48,514 shares
    Change vs previous 13F +63 shares

    0.44% of the 13F portfolio, value $3,232,942.

    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 48,451 shares
    Change vs previous 13F -87 shares

    0.54% of the 13F portfolio, value $3,152,233.

    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 48,538 shares
    Change vs previous 13F +2,413 shares

    0.65% of the 13F portfolio, value $3,183,603.

    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 46,125 shares
    Change vs previous 13F +4,893 shares

    0.62% of the 13F portfolio, value $3,121,251.

    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 41,232 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,855,740.

    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).