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United Advisor Group, LLC: TCAF position timeline

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

United Advisor Group, LLC held 94,836 TCAF 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 94,836 shares
    Change vs previous 13F +18,073 shares

    0.41% of the 13F portfolio, value $3,897,755.

    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 76,763 shares
    Change vs previous 13F +6,742 shares

    0.34% of the 13F portfolio, value $2,731,991.

    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 70,021 shares
    Change vs previous 13F +20,833 shares

    0.34% of the 13F portfolio, value $2,676,198.

    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 49,188 shares
    Change vs previous 13F +27,571 shares

    0.25% of the 13F portfolio, value $1,854,388.

    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 21,617 shares
    Change vs previous 13F +15,107 shares

    0.13% of the 13F portfolio, value $762,648.

    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 6,510 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $210,143.

    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).