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Unified Investment Management: V position timeline

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

Unified Investment Management held 3,198 V 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 3,198 shares
    Change vs previous 13F +23 shares

    1.03% of the 13F portfolio, value $1,149,120.

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

  2. period ended2026-06-30
    13F 3,175 shares
    Change vs previous 13F +2 shares

    1.02% of the 13F portfolio, value $1,089,197.

    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 3,173 shares
    Change vs previous 13F +83 shares

    0.99% of the 13F portfolio, value $959,110.

    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 3,090 shares
    Change vs previous 13F +19 shares

    1.1% of the 13F portfolio, value $1,083,710.

    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 3,071 shares
    Change vs previous 13F +588 shares

    1.05% of the 13F portfolio, value $1,048,300.

    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 2,483 shares
    Change vs previous 13F +35 shares

    0.95% of the 13F portfolio, value $881,478.

    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 2,448 shares
    Change vs previous 13F -128 shares

    1.01% of the 13F portfolio, value $857,798.

    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 2,576 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $813,994.

    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).