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Disclosery

Unified Investment Management: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Unified Investment Management on IWB, newest first. How the timeline and the estimate are built.

Unified Investment Management held 753 IWB shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 753 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $313,346.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 753 shares
    Change vs previous 13F -120 shares

    0.29% of the 13F portfolio, value $308,354.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 873 shares
    Change vs previous 13F -160 shares

    0.32% of the 13F portfolio, value $311,277.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,033 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $385,764.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,033 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $377,541.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,033 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $350,776.

    13F-HR 0001667731-25-000811 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,033 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $316,862.

    13F-HR 0001667731-25-000531 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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