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Disclosery

United Advisor Group, LLC: SPDW position timeline

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

United Advisor Group, LLC held 9,356 SPDW 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 9,356 shares
    Change vs previous 13F -843 shares

    0.05% of the 13F portfolio, value $471,452.

    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 10,199 shares
    Change vs previous 13F -300 shares

    0.06% of the 13F portfolio, value $465,587.

    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 10,499 shares
    Change vs previous 13F +1,736 shares

    0.06% of the 13F portfolio, value $466,263.

    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 8,763 shares
    Change vs previous 13F +487 shares

    0.05% of the 13F portfolio, value $374,971.

    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 8,276 shares
    Change vs previous 13F +687 shares

    0.06% of the 13F portfolio, value $335,115.

    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 7,589 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $276,315.

    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).