GQGU β€” ADVISORS INNER CIRCLE FD III

Ownership history in United Advisor Group, LLC  Β·  1 quarter on record

AI Ownership Summary

United Advisor Group, LLC reported ADVISORS INNER CIRCLE FD III (GQGU) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.16% in 2026 Q1. The latest visible filing shows GQGU at 0.16% 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 GQGU 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 ADVISORS INNER CIRCLE FD III, 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

GQGU was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 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 GQGU β€” position size vs. price
% of Fund (quarterly)    GQGU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 48,470 β€” β€” 0.16% $1.3M 2026-04-17 $26.09

FAQ About United Advisor Group, LLC and GQGU

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 GQGU?

United Advisor Group, LLC reported GQGU across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

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

The largest reported portfolio weight for GQGU was 0.16% in 2026 Q1.

What is the latest reported GQGU position on this page?

The most recent filing on this page is 2026 Q1, when United Advisor Group, LLC reported 48,470 shares, equal to 0.16% of portfolio, with an estimated market value of $1.3M.

What does the chart on this GQGU ownership page compare?

The chart compares United Advisor Group, LLC's quarterly GQGU 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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