Position in UI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$19,225
-$147,526 QoQ
Shares Held
36
-82.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 20 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026ATWOOD & PALMER INC holds $92,192,974 across 5 Communication Equipment names. UI ranks #4 (0.0% of the industry book) .
All Filings in UI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,225 | 36 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $166,751 | 211 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $116,756 | 211 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $270,837 | 410 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $271,689 | 660 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $204,692 | 660 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||