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United Advisor Group, LLC: TLT position timeline

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

United Advisor Group, LLC held 13,226 TLT 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 13,226 shares
    Change vs previous 13F -867 shares

    0.12% of the 13F portfolio, value $1,143,019.

    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 14,093 shares
    Change vs previous 13F +32 shares

    0.15% of the 13F portfolio, value $1,221,691.

    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 14,061 shares
    Change vs previous 13F -5,793 shares

    0.16% of the 13F portfolio, value $1,225,584.

    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 19,854 shares
    Change vs previous 13F +15,761 shares

    0.24% of the 13F portfolio, value $1,774,361.

    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 4,093 shares
    Change vs previous 13F -4,516 shares

    0.06% of the 13F portfolio, value $361,197.

    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 8,609 shares
    Change vs previous 13F -11,966 shares

    0.16% of the 13F portfolio, value $783,646.

    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 20,575 shares
    Change vs previous 13F +3,781 shares

    0.36% of the 13F portfolio, value $1,796,782.

    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 16,794 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,647,465.

    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).