United Wealth Management, LLCETFConcentrated long-term

CIK: 0002055362 | Charlottesville, VA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	23	$377.9M	2026-10-30	SEC ↗
Q2 2026	13F-HR	24	$444.4M	2026-07-23	SEC ↗
Q1 2026	13F-HR	24	$402.3M	2026-05-04	SEC ↗
Q4 2025	13F-HR	24	$386.6M	2026-02-11	SEC ↗
Q3 2025	13F-HR	23	$367.5M	2025-11-12	SEC ↗
Q2 2025	13F-HR	24	$344.4M	2025-08-13	SEC ↗
Q1 2025	13F-HR	21	$319.3M	2025-05-01	SEC ↗
Q4 2024	13F-HR	21	$296.7M	2025-02-10	SEC ↗