Skip to content
Disclosery

A&I FINANCIAL SERVICES, LLC: UVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A&I FINANCIAL SERVICES, LLC on UVE, newest first. How the timeline and the estimate are built.

A&I FINANCIAL SERVICES, LLC held 23,372 UVE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,372 shares
    Change vs previous 13F -688 shares

    0.42% of the 13F portfolio, value $966,692.

    13F-HR 0001728031-26-000003 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,060 shares
    Change vs previous 13F +430 shares

    0.39% of the 13F portfolio, value $821,889.

    13F-HR 0001728031-26-000002 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,630 shares
    Change vs previous 13F +1,389 shares

    0.38% of the 13F portfolio, value $798,691.

    13F-HR 0001728031-26-000001 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,241 shares
    Change vs previous 13F +2,112 shares

    0.28% of the 13F portfolio, value $573,824.

    13F-HR 0001728031-25-000004 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,129 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $558,167.

    13F-HR 0001085146-25-003777 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).