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United Advisor Group, LLC: SUB position timeline

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

United Advisor Group, LLC held 24,365 SUB 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 24,365 shares
    Change vs previous 13F +5,683 shares

    0.28% of the 13F portfolio, value $2,594,142.

    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 18,682 shares
    Change vs previous 13F +8,087 shares

    0.25% of the 13F portfolio, value $1,989,633.

    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 10,595 shares
    Change vs previous 13F +280 shares

    0.15% of the 13F portfolio, value $1,130,487.

    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 10,315 shares
    Change vs previous 13F +770 shares

    0.15% of the 13F portfolio, value $1,101,436.

    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 9,545 shares
    Change vs previous 13F +7,577 shares

    0.18% of the 13F portfolio, value $1,015,015.

    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 1,968 shares
    Change vs previous 13F +44 shares

    0.04% of the 13F portfolio, value $207,821.

    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 1,924 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $202,944.

    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).