FSK AMAZON COM INC COM

Ownership history in United Advisor Group, LLC  ·  10 quarters on record

AI Ownership Summary

United Advisor Group, LLC reported AMAZON COM INC COM (FSK) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.51% in 2023 Q4. The latest visible filing shows FSK at 0.36% 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 FSK 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 AMAZON COM INC COM, 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
2026 Q1

FSK was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.51% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 FSK — position size vs. price
% of Fund (quarterly)    FSK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 287,102 +42,970 +17.6% 0.36% $2.9M 2026-04-17 $11.39
2025 Q4 REDUCED 244,132 -35,606 -12.7% 0.45% $3.6M 2026-01-26 $13.65
2025 Q3 ADDED 279,738 +11,609 +4.3% 0.56% $4.2M 2025-11-12 $14.26
2025 Q2 ADDED 268,129 +4,459 +1.7% 0.96% $5.6M 2025-08-11 $15.33
2025 Q1 ADDED 263,670 +5,821 +2.3% 1.13% $5.5M 2025-04-21 $16.06
2024 Q4 REDUCED 257,849 -2,346 -0.9% 1.11% $5.6M 2025-02-24 $19.17
2024 Q3 ADDED 260,195 +1,257 +0.5% 1.16% $5.1M 2024-10-30 $16.01
2024 Q2 ADDED 258,938 +3,250 +1.3% 1.59% $5.1M 2024-08-08 $14.61
2024 Q1 ADDED 255,688 +110,031 +75.5% 1.83% $4.9M 2024-05-14 $14.83
2023 Q4 INITIATED 145,657 3.51% $2.9M 2024-02-16 $14.30

FAQ About United Advisor Group, LLC and FSK

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 FSK?

United Advisor Group, LLC reported FSK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for FSK was 3.51% in 2023 Q4.

What is the latest reported FSK position on this page?

The most recent filing on this page is 2026 Q1, when United Advisor Group, LLC reported 287,102 shares, equal to 0.36% of portfolio, with an estimated market value of $2.9M.

What does the chart on this FSK ownership page compare?

The chart compares United Advisor Group, LLC's quarterly FSK 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.

← Back to United Advisor Group, LLC Holdings