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Unified Investment Management: SFM position timeline

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

Unified Investment Management held 10,702 SFM 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 10,702 shares
    Change vs previous 13F +464 shares

    0.64% of the 13F portfolio, value $710,045.

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

  2. period ended2026-06-30
    13F 10,238 shares
    Change vs previous 13F +514 shares

    0.81% of the 13F portfolio, value $865,888.

    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 9,724 shares
    Change vs previous 13F +2,123 shares

    0.77% of the 13F portfolio, value $749,974.

    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 7,601 shares
    Change vs previous 13F +335 shares

    0.61% of the 13F portfolio, value $605,532.

    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 7,266 shares
    Change vs previous 13F -60 shares

    0.79% of the 13F portfolio, value $790,486.

    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 7,326 shares
    Change vs previous 13F +65 shares

    1.29% of the 13F portfolio, value $1,206,070.

    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 7,261 shares
    Change vs previous 13F -1,874 shares

    1.31% of the 13F portfolio, value $1,108,243.

    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).

  8. period ended2024-12-31
    13F 9,135 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,160,721.

    13F-HR 0001667731-25-000211 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).