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Disclosery

Unified Investment Management: RFV position timeline

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

Unified Investment Management held 4,060 RFV 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 4,060 shares
    Change vs previous 13F -8 shares

    0.52% of the 13F portfolio, value $574,139.

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

  2. period ended2026-06-30
    13F 4,068 shares
    Change vs previous 13F +4 shares

    0.54% of the 13F portfolio, value $581,495.

    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 4,064 shares
    Change vs previous 13F +376 shares

    0.54% of the 13F portfolio, value $528,247.

    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 3,688 shares
    Change vs previous 13F +131 shares

    0.48% of the 13F portfolio, value $471,261.

    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 3,557 shares
    Change vs previous 13F +1,349 shares

    0.46% of the 13F portfolio, value $456,295.

    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 2,208 shares
    Change vs previous 13F +24 shares

    0.29% of the 13F portfolio, value $266,910.

    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 2,184 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $249,235.

    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).