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Unify Financial AdvisorsETFConcentrated trader

CIK: 0002126814 | CLEARWATER, FL

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR86$109.0M2026-11-03SEC ↗
Q2 2026
13F-HR90$108.3M2026-07-21SEC ↗
Q1 2026
13F-HR89$96.4M2026-04-23SEC ↗
Q4 2025
13F-HR94$96.0M2026-04-08SEC ↗