Skip to content
Disclosery

United Advisor Group, LLC: VTV position timeline

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

United Advisor Group, LLC held 35,287 VTV 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 35,287 shares
    Change vs previous 13F +662 shares

    0.82% of the 13F portfolio, value $7,690,082.

    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 34,625 shares
    Change vs previous 13F +4,907 shares

    0.84% of the 13F portfolio, value $6,793,501.

    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 29,718 shares
    Change vs previous 13F -4,341 shares

    0.73% of the 13F portfolio, value $5,675,892.

    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 34,059 shares
    Change vs previous 13F +3,350 shares

    0.86% of the 13F portfolio, value $6,361,817.

    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 30,709 shares
    Change vs previous 13F +10,000 shares

    0.94% of the 13F portfolio, value $5,435,735.

    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 20,709 shares
    Change vs previous 13F +1,928 shares

    0.73% of the 13F portfolio, value $3,577,350.

    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 18,781 shares
    Change vs previous 13F +5,953 shares

    0.63% of the 13F portfolio, value $3,179,699.

    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 12,828 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,239,415.

    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).