United Advisor Group, LLC historic quarter change: Foreign Bonds: Other Debt, Reduced
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, United Advisor Group, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2004873), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Portfolio Strategies, Inc. | United States | $0.811B | 75 |
| TFC Financial Management, Inc. | United States | $0.812B | 998 |
| Rhenman & Partners Asset Management AB | Sweden | $0.810B | 86 |
| BAXTER BROS INC | United States | $0.810B | 166 |
| SUMMIT SECURITIES GROUP LLC | United States | $0.810B | 1,015 |
| Brookwood Investment Group LLC | United States | $0.810B | 562 |
| Buck Wealth Strategies, LLC | United States | $0.810B | 166 |
| Impact Partnership Wealth, LLC | United States | $0.810B | 365 |
| ASHFORD CAPITAL MANAGEMENT INC | United States | $0.809B | 99 |
| ADVISORY RESEARCH INC | United States | $0.813B | 170 |