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Disclosery

Wiser Advisor Group LLC: UDR position timeline

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

Wiser Advisor Group LLC held 1,368 UDR shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,368 shares
    Change vs previous 13F +16 shares

    0.06% of the 13F portfolio, value $54,617.

    13F-HR 0001420506-26-001840 filed by Wiser 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 1,352 shares
    Change vs previous 13F +15 shares

    0.06% of the 13F portfolio, value $45,678.

    13F-HR 0002011550-26-000002 filed by Wiser 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 1,337 shares
    Change vs previous 13F +17 shares

    0.06% of the 13F portfolio, value $49,033.

    13F-HR 0002011550-26-000001 filed by Wiser 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 1,320 shares
    Change vs previous 13F +1,320 shares

    0.06% of the 13F portfolio, value $49,176.

    13F-HR 0002011550-25-000006 filed by Wiser 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 0 shares
    Change vs previous 13F -1,292 shares

    13F-HR 0002011550-25-000004 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 1,292 shares
    Change vs previous 13F +13 shares

    0.09% of the 13F portfolio, value $58,378.

    13F-HR 0002011550-25-000003 filed by Wiser 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 1,279 shares
    Change vs previous 13F +12 shares

    0.08% of the 13F portfolio, value $55,534.

    13F-HR 0002011550-25-000001 filed by Wiser 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 1,267 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $57,430.

    13F-HR 0002011550-24-000005 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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