United Advisor Group, LLC: VYM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Advisor Group, LLC on VYM, newest first. How the timeline and the estimate are built.
United Advisor Group, LLC held 4,917 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 4,917 sharesChange vs previous 13F -101 shares
0.08% of the 13F portfolio, value $776,955.
13F-HR 0002004873-26-000003 filed by United Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,018 sharesChange vs previous 13F +1,313 shares
0.09% of the 13F portfolio, value $743,140.
13F-HR 0002004873-26-000002 filed by United Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,705 sharesChange vs previous 13F -128 shares
0.07% of the 13F portfolio, value $531,689.
13F-HR 0002004873-26-000001 filed by United Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,833 sharesChange vs previous 13F +1,600 shares
0.07% of the 13F portfolio, value $540,277.
13F-HR 0002004873-25-000007 filed by United Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,233 sharesChange vs previous 13F -233 shares
0.05% of the 13F portfolio, value $297,671.
13F-HR 0002004873-25-000005 filed by United Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,466 sharesChange vs previous 13F -1,044 shares
0.07% of the 13F portfolio, value $318,074.
13F-HR 0002004873-25-000002 filed by United Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,510 sharesChange vs previous 13F +275 shares
0.09% of the 13F portfolio, value $447,841.
13F-HR 0002004873-25-000001 filed by United Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,235 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $414,727.
13F-HR 0002004873-24-000006 filed by United Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).