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United Advisor Group, LLC: TOTR position timeline

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

United Advisor Group, LLC held 13,429 TOTR 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 13,429 shares
    Change vs previous 13F -4,822 shares

    0.06% of the 13F portfolio, value $538,077.

    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 18,251 shares
    Change vs previous 13F -12,115 shares

    0.09% of the 13F portfolio, value $735,140.

    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 30,366 shares
    Change vs previous 13F -2,534 shares

    0.16% of the 13F portfolio, value $1,237,861.

    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 32,900 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,341,756.

    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 32,900 shares
    Change vs previous 13F -479 shares

    0.23% of the 13F portfolio, value $1,335,446.

    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 33,379 shares
    Change vs previous 13F +5,164 shares

    0.28% of the 13F portfolio, value $1,355,418.

    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 28,215 shares
    Change vs previous 13F +18,231 shares

    0.22% of the 13F portfolio, value $1,127,590.

    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 9,984 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $415,369.

    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).