United Advisor Group, LLC: WM position timeline

United Advisor Group, LLC held 1,883 WM 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 1,883 shares

   Change vs previous 13F +264 shares

   0.04% of the 13F portfolio, value $419,663.

   13F-HR 0002004873-26-000003 filed by United Advisor Group, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,619 shares

   Change vs previous 13F +36 shares

   0.05% of the 13F portfolio, value $372,139.

   13F-HR 0002004873-26-000002 filed by United Advisor Group, LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,583 shares

   Change vs previous 13F -28 shares

   0.04% of the 13F portfolio, value $347,806.

   13F-HR 0002004873-26-000001 filed by United Advisor Group, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,611 shares

   Change vs previous 13F +537 shares

   0.05% of the 13F portfolio, value $355,678.

   13F-HR 0002004873-25-000007 filed by United Advisor Group, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,074 shares

   Change vs previous 13F +66 shares

   0.04% of the 13F portfolio, value $245,847.

   13F-HR 0002004873-25-000005 filed by United Advisor Group, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 1,008 shares

   Change vs previous 13F -808 shares

   0.05% of the 13F portfolio, value $233,354.

   13F-HR 0002004873-25-000002 filed by United Advisor Group, LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 1,816 shares

   Change vs previous 13F +618 shares

   0.07% of the 13F portfolio, value $366,523.

   13F-HR 0002004873-25-000001 filed by United Advisor Group, LLC
   Filed 2025-02-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 1,198 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $248,663.

   13F-HR 0002004873-24-000006 filed by United Advisor Group, LLC
   Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).