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Disclosery

Uniting Wealth Partners, LLC: CHRW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Uniting Wealth Partners, LLC on CHRW, newest first. How the timeline and the estimate are built.

Uniting Wealth Partners, LLC held 52,485 CHRW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,485 shares
    Change vs previous 13F +10,000 shares

    2.01% of the 13F portfolio, value $9,918,090.

    13F-HR 0001951757-26-001135 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 42,485 shares
    Change vs previous 13F +14,500 shares

    1.51% of the 13F portfolio, value $7,082,250.

    13F-HR 0001951757-26-000696 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 27,985 shares
    Change vs previous 13F +2,985 shares

    1.38% of the 13F portfolio, value $4,516,499.

    13F-HR 0001951757-26-000429 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 25,000 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,325,463.

    13F-HR 0001951757-25-001316 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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