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Manager record

United Advisor Group, LLC

Cincinnati, OH · CIK 2004873 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$947.65MReported 13F valueQ2 2026 · as filed
544Holdings listed
+16.8%vs prior quartervalue change includes market moves
5Quarters on record
Jul 29Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $578.4M$578.4MQ2 2025381 holdingsQ3 2025: $743.2M$743.2MQ3 2025450 holdingsQ4 2025: $802.2M$802.2MQ4 2025486 holdingsQ1 2026: $811.3M$811.3MQ1 2026508 holdingsQ2 2026: $947.7M$947.7MQ2 2026544 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 29 2026 13F-HR · period Q2 2026

$947.65M · 544 holdings listed · View original SEC filing ↗
Apr 17 2026 13F-HR · period Q1 2026

$811.34M · 508 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$802.23M · 486 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$743.18M · 450 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$578.42M · 381 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 29, 2026 · Change methodology