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United Advisor Group, LLC: SYLD position timeline

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

United Advisor Group, LLC held 78,241 SYLD 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 78,241 shares
    Change vs previous 13F +4,969 shares

    0.66% of the 13F portfolio, value $6,187,841.

    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 73,272 shares
    Change vs previous 13F +11,979 shares

    0.68% of the 13F portfolio, value $5,525,428.

    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 61,293 shares
    Change vs previous 13F +28,723 shares

    0.55% of the 13F portfolio, value $4,261,081.

    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 32,570 shares
    Change vs previous 13F +12,803 shares

    0.3% of the 13F portfolio, value $2,236,287.

    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 19,767 shares
    Change vs previous 13F +1,815 shares

    0.22% of the 13F portfolio, value $1,285,434.

    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 17,952 shares
    Change vs previous 13F +911 shares

    0.23% of the 13F portfolio, value $1,145,346.

    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 17,041 shares
    Change vs previous 13F +8,861 shares

    0.23% of the 13F portfolio, value $1,166,797.

    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 8,180 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $591,987.

    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).