Uniting Wealth Partners, LLC: FRDM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Uniting Wealth Partners, LLC on FRDM, newest first. How the timeline and the estimate are built.
Uniting Wealth Partners, LLC held 54,009 FRDM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 54,009 sharesChange vs previous 13F +726 shares
0.8% of the 13F portfolio, value $3,955,104.
13F-HR 0001951757-26-001135 filed by Uniting Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 53,283 sharesChange vs previous 13F not available
0.62% of the 13F portfolio, value $2,924,010.
13F-HR 0001951757-26-000696 filed by Uniting Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).