United-Guardian, Inc.
US ˙ NasdaqGM ˙ US9105711082

SecurityUG / United-Guardian, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership68,538 shares
Latest Disclosed Value $ 454,407
Dimensional Fund Advisors Lp reports 8.55% decrease in ownership of UG / United-Guardian, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 68,538 shares of United-Guardian, Inc. (US:UG) valued at $454,407 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 74,945 shares of United-Guardian, Inc.. This represents a change in shares of -8.55% during the quarter. The current value of the position is $478,395 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F UNITED GUARDIAN COM 910571108 68,538 -6,407 -8.55 454 -1.52 0.0000
2026-02-12 2025-12-31 13F UNITED GUARDIAN COM 910571108 74,945 -2,590 -3.34 462 -23.68 0.0001
2025-11-12 2025-09-30 13F UNITED GUARDIAN COM 910571108 77,535 608 0.79 605 -1.31 0.0001
2025-08-12 2025-06-30 13F UNITED GUARDIAN COM 910571108 76,927 50 0.07 612 -11.43 0.0001
2025-05-13 2025-03-31 13F UNITED GUARDIAN COM 910571108 76,877 1,883 2.51 691 -4.43 0.0002
2025-02-13 2024-12-31 13F UNITED GUARDIAN COM 910571108 74,994 -2,236 -2.90 724 -41.03 0.0002
2024-11-07 2024-09-30 13F UNITED GUARDIAN COM 910571108 77,230 4 0.01 1,226 77.68 0.0003
2024-08-09 2024-06-30 13F UNITED GUARDIAN COM 910571108 77,226 -340 -0.44 690 15.19 0.0002
2024-05-10 2024-03-31 13F UNITED GUARDIAN COM 910571108 77,566 -7,572 -8.89 600 -2.12 0.0002
2024-02-07 2023-12-31 13F UNITED GUARDIAN COM 910571108 85,138 -3,616 -4.07 613 -8.38 0.0002
2023-11-09 2023-09-30 13F UNITED GUARDIAN COM 910571108 88,754 -10,785 -10.83 668 -21.23 0.0002
2023-08-09 2023-06-30 13F UNITED GUARDIAN COM 910571108 99,539 -7,295 -6.83 848 -14.52 0.0003
2023-05-12 2023-03-31 13F UNITED GUARDIAN COM 910571108 106,834 -466 -0.43 992 99,100.00 0.0003
2023-02-09 2022-12-31 13F UNITED GUARDIAN COM 910571108 107,300 0 0.00 1 -99.92 0.0003
2022-11-10 2022-09-30 13F UNITED GUARDIAN COM 910571108 107,300 344 0.32 1,219 -23.96 0.0005
2022-08-12 2022-06-30 13F UNITED GUARDIAN COM 910571108 106,956 -400 -0.37 1,603 -33.76 0.0006
2022-05-13 2022-03-31 13F UNITED GUARDIAN COM 910571108 107,356 1,694 1.60 2,420 39.64 0.0007
2022-02-09 2021-12-31 13F UNITED GUARDIAN COM 910571108 105,662 -3,604 -3.30 1,733 11.88 0.0005
2021-11-12 2021-09-30 13F UNITED GUARDIAN COM 910571108 109,266 -1,456 -1.32 1,549 -6.69 0.0005
2021-08-12 2021-06-30 13F UNITED GUARDIAN COM 910571108 110,722 800 0.73 1,660 -0.30 0.0005
2021-05-14 2021-03-31 13F UNITED GUARDIAN COM 910571108 109,922 -289 -0.26 1,665 5.78 0.0006
2021-03-08 2020-12-31 13F/A-2 UNITED GUARDIAN COM 910571108 110,211 -2,685 -2.38 1,574 -7.14 0.0006
2021-02-11 2020-12-31 13F UNITED GUARDIAN COM 910571108 110,211 -2,685 1,574 568.4451
2020-11-12 2020-09-30 13F UNITED GUARDIAN COM 910571108 112,896 -3,888 -3.33 1,695 -1.80 0.0007
2020-08-13 2020-06-30 13F UNITED GUARDIAN COM 910571108 116,784 0 0.00 1,726 2.25 0.0008
2020-05-14 2020-03-31 13F UNITED GUARDIAN COM 910571108 116,784 0 0.00 1,688 -26.45 0.0009
2020-02-14 2019-12-31 13F UNITED GUARDIAN COM 910571108 116,784 0 0.00 2,295 4.79 0.0008
2019-11-12 2019-09-30 13F UNITED GUARDIAN COM 910571108 116,784 0 0.00 2,190 -0.27 0.0009
2019-08-13 2019-06-30 13F UNITED GUARDIAN COM 910571108 116,784 -501 -0.43 2,196 -2.23 0.0009
2019-08-12 2019-03-31 13F/A-2 UNITED GUARDIAN COM 910571108 117,285 89 0.08 2,246 4.51 0.0009
2019-05-10 2019-03-31 13F UNITED GUARDIAN COM 910571108 117,285 89 2,246
2019-02-26 2018-12-31 13F/A-1 UNITED GUARDIAN COM 910571108 117,196 0 0.00 2,149 13.52 0.0010
2019-02-13 2018-12-31 13F UNITED GUARDIAN COM 910571108 117,196 0 2,149
2018-11-13 2018-09-30 13F UNITED GUARDIAN COM 910571108 117,196 810 0.70 1,893 -15.07 0.0007
2018-08-10 2018-06-30 13F UNITED GUARDIAN COM 910571108 116,386 300 0.26 2,229 9.10 0.0009
2018-05-11 2018-03-31 13F UNITED GUARDIAN COM 910571108 116,086 0 0.00 2,043 -4.89 0.0009
2018-02-12 2017-12-31 13F UNITED GUARDIAN COM 910571108 116,086 400 0.35 2,148 -1.24 0.0009
2017-11-13 2017-09-30 13F UNITED GUARDIAN COM 910571108 115,686 -2,240 -1.90 2,175 19.37 0.0010
2017-08-11 2017-06-30 13F UNITED GUARDIAN COM 910571108 117,926 -1,804 -1.51 1,822 3.52 0.0008
2017-05-12 2017-03-31 13F UNITED GUARDIAN COM 910571108 119,730 -3,291 -2.68 1,760 -7.71 0.0008
2017-02-09 2016-12-31 13F UNITED GUARDIAN COM 910571108 123,021 -953 -0.77 1,907 5.65 0.0010
2016-11-10 2016-09-30 13F UNITED GUARDIAN COM 910571108 123,974 -308 -0.25 1,805 -9.61 0.0010
2016-08-09 2016-06-30 13F UNITED GUARDIAN COM 910571108 124,282 2,424 1.99 1,997 -20.72 0.0011
2016-05-13 2016-03-31 13F UNITED GUARDIAN COM 910571108 121,858 0 0.00 2,519 7.93 0.0015
2016-02-10 2015-12-31 13F UNITED GUARDIAN COM 910571108 121,858 0 0.00 2,334 6.28 0.0015
2015-11-13 2015-09-30 13F UNITED GUARDIAN COM 910571108 121,858 0 0.00 2,196 -5.63 0.0014
2015-08-14 2015-06-30 13F UNITED GUARDIAN COM 910571108 121,858 -332 -0.27 2,327 0.56 0.0014
2015-05-14 2015-03-31 13F UNITED GUARDIAN COM 910571108 122,190 0 0.00 2,314 -2.65 0.0015
2015-02-06 2014-12-31 13F UNITED GUARDIAN COM 910571108 122,190 -520 -0.42 2,377 -13.25 0.0016
2014-11-13 2014-09-30 13F UNITED GUARDIAN COM 910571108 122,710 -400 -0.32 2,740 -22.18 0.0019
2014-08-08 2014-06-30 13F UNITED GUARDIAN COM 910571108 123,110 -200 -0.16 3,521 -2.38 0.0024
2014-05-14 2014-03-31 13F UNITED GUARDIAN COM 910571108 123,310 0 0.00 3,607 4.04 0.0027
2014-02-12 2013-12-31 13F UNITED GUARDIAN COM 910571108 123,310 -649 -0.52 3,467 10.27 0.0027
2013-11-13 2013-09-30 13F UNITED GUARDIAN COM 910571108 123,959 -125 -0.10 3,144 3.83 0.0027
2013-08-15 2013-06-30 13F UNITED GUARDIAN COM 910571108 124,084 124,084 3,028 0.0029
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.