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United Advisor Group, LLC: TDVG position timeline

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

United Advisor Group, LLC held 200,703 TDVG 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 200,703 shares
    Change vs previous 13F +1,137 shares

    1.04% of the 13F portfolio, value $9,840,491.

    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 199,566 shares
    Change vs previous 13F +567 shares

    1.1% of the 13F portfolio, value $8,906,619.

    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 198,999 shares
    Change vs previous 13F +6,144 shares

    1.15% of the 13F portfolio, value $8,948,990.

    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 192,855 shares
    Change vs previous 13F +7,737 shares

    1.14% of the 13F portfolio, value $8,477,898.

    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 185,118 shares
    Change vs previous 13F -9,715 shares

    1.36% of the 13F portfolio, value $7,845,295.

    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 194,833 shares
    Change vs previous 13F +6,964 shares

    1.61% of the 13F portfolio, value $7,871,270.

    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 187,869 shares
    Change vs previous 13F +6,630 shares

    1.47% of the 13F portfolio, value $7,437,742.

    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 181,239 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $7,423,561.

    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).