United-Guardian shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of United-Guardian (UG) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in United-Guardian
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Quarterly reported holdings in United-Guardian by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $158k | 20k | 7.86 |
| 2025-06-30 | $161k | 20k | 8.00 |
| 2025-03-31 | $180k | 20k | 8.99 |
| 2024-12-31 | $192k | 20k | 9.56 |
| 2022-12-31 | $210k | 20k | 10.44 |
| 2022-09-30 | $228k | 20k | 11.36 |
| 2022-06-30 | $301k | 20k | 15.00 |
| 2022-03-31 | $456k | 20k | 22.72 |
| 2021-12-31 | $495k | 30k | 16.46 |
| 2021-09-30 | $427k | 30k | 14.20 |
| 2021-06-30 | $451k | 30k | 15.00 |
| 2021-03-31 | $456k | 30k | 15.16 |
| 2020-12-31 | $432k | 30k | 14.37 |
| 2020-09-30 | $482k | 32k | 15.16 |
| 2020-06-30 | $471k | 32k | 14.82 |
| 2020-03-31 | $459k | 32k | 14.44 |
| 2019-12-31 | $634k | 32k | 19.63 |
| 2019-09-30 | $635k | 34k | 18.96 |
| 2019-06-30 | $630k | 34k | 18.81 |
| 2019-03-31 | $699k | 37k | 19.16 |
| 2018-12-31 | $871k | 48k | 18.34 |
| 2018-09-30 | $786k | 49k | 16.14 |
| 2018-06-30 | $932k | 49k | 19.14 |
| 2018-03-31 | $1.2M | 65k | 17.77 |
| 2017-12-31 | $1.2M | 65k | 18.49 |
| 2017-09-30 | $1.3M | 67k | 19.50 |
| 2017-06-30 | $1.0M | 67k | 15.45 |
| 2017-03-31 | $997k | 67k | 14.85 |
| 2016-12-31 | $1.0M | 67k | 15.50 |
More positions owned by United Capital Financial Advisers
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