Skip to content
Disclosery

United Advisor Group, LLC: XLK position timeline

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

United Advisor Group, LLC held 17,127 XLK 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 17,127 shares
    Change vs previous 13F -1,401 shares

    0.35% of the 13F portfolio, value $3,263,031.

    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 18,528 shares
    Change vs previous 13F +716 shares

    0.31% of the 13F portfolio, value $2,462,372.

    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 17,812 shares
    Change vs previous 13F +9,830 shares

    0.33% of the 13F portfolio, value $2,564,418.

    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 7,982 shares
    Change vs previous 13F -275 shares

    0.3% of the 13F portfolio, value $2,249,840.

    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 8,257 shares
    Change vs previous 13F -873 shares

    0.36% of the 13F portfolio, value $2,090,989.

    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 9,130 shares
    Change vs previous 13F +1,723 shares

    0.39% of the 13F portfolio, value $1,885,253.

    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 7,407 shares
    Change vs previous 13F -332 shares

    0.34% of the 13F portfolio, value $1,722,276.

    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 7,739 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,747,157.

    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).