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United Advisor Group, LLC: SPHY position timeline

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

United Advisor Group, LLC held 88,096 SPHY 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 88,096 shares
    Change vs previous 13F +8,726 shares

    0.22% of the 13F portfolio, value $2,064,959.

    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 79,370 shares
    Change vs previous 13F -1,624 shares

    0.23% of the 13F portfolio, value $1,850,912.

    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 80,994 shares
    Change vs previous 13F -10,003 shares

    0.25% of the 13F portfolio, value $1,917,128.

    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 90,997 shares
    Change vs previous 13F +17,781 shares

    0.29% of the 13F portfolio, value $2,178,478.

    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 73,216 shares
    Change vs previous 13F +24,818 shares

    0.3% of the 13F portfolio, value $1,742,537.

    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 48,398 shares
    Change vs previous 13F +6,063 shares

    0.23% of the 13F portfolio, value $1,133,478.

    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 42,335 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $993,602.

    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).