Skip to content
Disclosery

United Advisor Group, LLC: TBUX position timeline

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

United Advisor Group, LLC held 21,035 TBUX 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 21,035 shares
    Change vs previous 13F +5,219 shares

    0.11% of the 13F portfolio, value $1,046,890.

    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 15,816 shares
    Change vs previous 13F -2,261 shares

    0.1% of the 13F portfolio, value $786,848.

    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 18,077 shares
    Change vs previous 13F +339 shares

    0.12% of the 13F portfolio, value $901,140.

    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 17,738 shares
    Change vs previous 13F +3,107 shares

    0.12% of the 13F portfolio, value $884,083.

    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 14,631 shares
    Change vs previous 13F +2,874 shares

    0.13% of the 13F portfolio, value $727,746.

    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 11,757 shares
    Change vs previous 13F +430 shares

    0.12% of the 13F portfolio, value $583,612.

    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 11,327 shares
    Change vs previous 13F +636 shares

    0.11% of the 13F portfolio, value $561,496.

    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 10,691 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $531,984.

    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).