Skip to main content

United Advisor Group, LLC

SEC CIK
0002004873
Latest filing
Jul 29, 2026

GAIN holding history

Gladstone Investment Corporationde in every 13F filed by United Advisor Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GAIN overviewAll 13F holders of GAINFull Q2 2026 holdings

Shares (Q2 2026)
72,190
Value
$1.12M
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of GAIN by United Advisor Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202672,190$1.12M0.1%−5,422−7.0%ReducedHolders
Q1 202677,612$1.10M0.1%+6,860+9.7%AddedHolders
Q4 202570,752$988.4K0.1%−7,682−9.8%ReducedHolders
Q3 202578,434$1.08M0.1%00.0%UnchangedHolders
Q2 202578,434$1.12M0.2%+2,083+2.7%AddedHolders
Q1 202576,351$1.02M0.2%−380.0%ReducedHolders
Q4 202476,389$1.01M0.2%+6,310+9.0%AddedHolders
Q3 202470,079$1.01M0.2%+1,281+1.9%AddedHolders
Q2 202468,798$961.8K0.3%+9,352+15.7%AddedHolders
Q1 202459,446$845.9K0.3%+24,019+67.8%AddedHolders
Q4 202335,427$502.0K0.6%–No prior filingHolders