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United Advisor Group, LLC: TCPC position timeline

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

United Advisor Group, LLC held 89,738 TCPC 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 89,738 shares
    Change vs previous 13F +211 shares

    0.03% of the 13F portfolio, value $301,520.

    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 89,527 shares
    Change vs previous 13F -5,391 shares

    0.04% of the 13F portfolio, value $323,192.

    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 94,918 shares
    Change vs previous 13F -48,626 shares

    0.07% of the 13F portfolio, value $519,201.

    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 143,544 shares
    Change vs previous 13F +1,803 shares

    0.12% of the 13F portfolio, value $889,973.

    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 141,741 shares
    Change vs previous 13F -8,725 shares

    0.19% of the 13F portfolio, value $1,091,406.

    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 150,466 shares
    Change vs previous 13F +2,947 shares

    0.25% of the 13F portfolio, value $1,205,233.

    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 147,519 shares
    Change vs previous 13F -15,042 shares

    0.25% of the 13F portfolio, value $1,284,890.

    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 162,561 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,347,633.

    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).