Position in UBCP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$375,133
+$20,163 QoQ
Shares Held
23,623
+1.2% QoQ
Ownership
0.412%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#14
of 31 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBCP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Koss-Olinger Consulting, LLC holds $1,264,212 across 5 Banks - Regional names. UBCP ranks #1 (29.7% of the industry book) .
All Filings in UBCP
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,133 | 23,623 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $354,970 | 23,338 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $334,900 | 23,338 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $326,265 | 23,338 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $338,401 | 23,338 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $313,195 | 23,338 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $303,394 | 23,338 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $306,427 | 23,338 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $292,891 | 23,338 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $299,659 | 23,338 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $269,553 | 23,338 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $279,355 | 23,338 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $333,877 | 23,026 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $335,174 | 22,770 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $362,233 | 22,541 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $366,054 | 22,334 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $402,656 | 22,124 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $365,303 | 21,927 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $310,638 | 21,723 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $306,818 | 21,516 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $305,202 | 21,313 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||