WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Position in U — Unity Software Inc.

CIK 752365 SOUTH BEND, IN

Position in U

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$279,226

+$65,092 QoQ

Shares Held

9,770

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#348

of 558 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $899,407 across 3 Software - Application names. U ranks #2 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SSNC	SS&C Technologies Holdings Inc	6,033	$374,347
2	U	Unity Software Inc. This page	9,770	$279,226
3	CDNS	Cadence Design Systems Inc	655	$245,834

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,226	9,770	+0.1%	Shares	Sole	2026-08-12
2026-03-31	$214,134	9,760	-2.7%	Shares	Sole	2026-05-11
2025-12-31	$443,069	10,031	+0.3%	Shares	Sole	2026-02-11
2025-09-30	$400,480	10,002	-63.6%	Shares	Sole	2025-11-13
2025-06-30	$664,459	27,457	+1.1%	Shares	Sole	2025-08-11
2025-03-31	$532,123	27,163	-0.1%	Shares	Sole	2025-04-21
2024-12-31	$610,846	27,185	+0.1%	Shares	Sole	2025-01-29
2024-09-30	$614,313	27,158	-0.0%	Shares	Sole	2024-10-25
2024-06-30	$441,751	27,168	-0.2%	Shares	Sole	2024-07-15
2024-03-31	$727,014	27,229	0.0%	Shares	Sole	2024-04-30
2023-12-31	$1,113,393	27,229	-0.1%	Shares	Sole	2024-01-25
2023-09-30	$855,408	27,251	0.0%	Shares	Sole	2023-10-20
2023-06-30	$1,183,238	27,251	+0.1%	Shares	Sole	2023-07-28
2023-03-31	$883,308	27,229	0.0%	Shares	Sole	2023-04-26
2022-12-31	$778,477	27,229	-0.1%	Shares	Sole	2023-01-30
2022-09-30	$868,694	27,266	0.0%	Shares	Sole	2022-10-21
2022-06-30	$1,003,934	27,266	-10.0%	Shares	Sole	2022-07-20
2022-03-31	$3,005,467	30,294	+2.0%	Shares	Sole	2022-04-29
2021-12-31	$4,247,803	29,707	-2.1%	Shares	Sole	2022-01-24
2021-09-30	$3,832,445	30,356	+41.2%	Shares	Sole	2021-10-18
2021-06-30	$2,361,125	21,498	+6.8%	Shares	Sole	2021-07-13
2021-03-31	$2,019,039	20,128	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.