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Disclosery

Horan Securities, Inc.: UITB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Horan Securities, Inc. on UITB, newest first. How the timeline and the estimate are built.

Horan Securities, Inc. held 19,672 UITB shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 19,672 shares
    Change vs previous 13F +498 shares

    0.33% of the 13F portfolio, value $925,970.

    13F-HR 0001671623-25-000003 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 19,174 shares
    Change vs previous 13F -1,184 shares

    0.34% of the 13F portfolio, value $900,048.

    13F-HR 0001671623-25-000002 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 20,358 shares
    Change vs previous 13F +8,799 shares

    0.35% of the 13F portfolio, value $935,631.

    13F-HR 0001671623-25-000001 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 11,559 shares
    Change vs previous 13F +577 shares

    0.21% of the 13F portfolio, value $554,039.

    13F-HR 0001671623-24-000006 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 10,982 shares
    Change vs previous 13F +67 shares

    0.22% of the 13F portfolio, value $505,278.

    13F-HR 0001671623-24-000004 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 10,915 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $506,238.

    13F-HR 0001671623-24-000003 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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