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United Advisor Group, LLC

SEC CIK
0002004873
Latest filing
Jul 29, 2026

SPG holding history

Simon Property Group Inc. 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.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
3,400
Value
$760.4K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of SPG by United Advisor Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,400$760.4K0.1%−6−0.2%ReducedHolders
Q1 20263,406$635.3K0.1%+18+0.5%AddedHolders
Q4 20253,388$627.2K0.1%+183+5.7%AddedHolders
Q3 20253,205$601.5K0.1%+37+1.2%AddedHolders
Q2 20253,168$509.3K0.1%+32+1.0%AddedHolders
Q1 20253,136$520.8K0.1%+48+1.6%AddedHolders
Q4 20243,088$531.8K0.1%−17−0.5%ReducedHolders
Q3 20243,105$524.8K0.1%+35+1.1%AddedHolders
Q2 20243,070$466.0K0.1%+967+46.0%AddedHolders
Q1 20242,103$329.1K0.1%−2,347−52.7%ReducedHolders
Q4 20234,450$635.6K0.8%–No prior filingHolders