Uniting Wealth Partners, LLCCoreConcentrated trader

CIK: 0002056414 | DENVER, CO

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	207	$492.5M	2026-08-06	SEC ↗
Q1 2026	13F-HR	205	$469.7M	2026-04-22	SEC ↗
Q4 2025	13F-HR	153	$326.2M	2026-02-13	SEC ↗
Q3 2025	13F-HR	199	$423.7M	2025-11-07	SEC ↗
Q2 2025	13F-HR	116	$258.6M	2025-08-05	SEC ↗
Q1 2025	13F-HR	108	$199.5M	2025-04-25	SEC ↗
Q4 2024	13F-HR	110	$207.0M	2025-02-12	SEC ↗