Skip to content
Disclosery

United Advisor Group, LLC: USRT position timeline

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

United Advisor Group, LLC held 4,872 USRT 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 4,872 shares
    Change vs previous 13F +41 shares

    0.03% of the 13F portfolio, value $323,741.

    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 4,831 shares
    Change vs previous 13F +159 shares

    0.04% of the 13F portfolio, value $285,975.

    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 4,672 shares
    Change vs previous 13F +128 shares

    0.03% of the 13F portfolio, value $266,116.

    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 4,544 shares
    Change vs previous 13F +85 shares

    0.04% of the 13F portfolio, value $266,847.

    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 4,459 shares
    Change vs previous 13F -99 shares

    0.04% of the 13F portfolio, value $252,185.

    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 4,558 shares
    Change vs previous 13F +192 shares

    0.05% of the 13F portfolio, value $262,565.

    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 4,366 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $250,215.

    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).