LCG β€” STERLING CAPITAL FOCUS EQUITY ETF

Ownership history in United Advisor Group, LLC  Β·  3 quarters on record

AI Ownership Summary

United Advisor Group, LLC reported STERLING CAPITAL FOCUS EQUITY ETF (LCG) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.14% in 2024 Q3. The latest visible filing shows LCG at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LCG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was United Advisor Group, LLC's position in STERLING CAPITAL FOCUS EQUITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LCG was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How United Advisor Group, LLC held LCG β€” position size vs. price
% of Fund (quarterly)    LCG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 8,150 -3,250 -28.5% 0.04% $268K 2025-11-12 $33.11
2024 Q4 REDUCED 11,400 -9,500 -45.5% 0.07% $339K 2025-02-24 $31.36
2024 Q3 INITIATED 20,900 β€” β€” 0.14% $602K 2024-10-30 $28.76

FAQ About United Advisor Group, LLC and LCG

These are the practical questions this page is built to answer before you even open the full history table.

How long has United Advisor Group, LLC reported owning LCG?

United Advisor Group, LLC reported LCG across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported LCG position in United Advisor Group, LLC's portfolio?

The largest reported portfolio weight for LCG was 0.14% in 2024 Q3.

What is the latest reported LCG position on this page?

The most recent filing on this page is 2025 Q3, when United Advisor Group, LLC reported 8,150 shares, equal to 0.04% of portfolio, with an estimated market value of $268K.

What does the chart on this LCG ownership page compare?

The chart compares United Advisor Group, LLC's quarterly LCG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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