Position in UI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$524,417
-$288,791 QoQ
Shares Held
982
-4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#168
of 353 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026PFG Advisors holds $5,845,169 across 5 Communication Equipment names. UI ranks #3 (9.0% of the industry book) .
All Filings in UI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,417 | 982 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $813,208 | 1,029 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $574,930 | 1,039 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $697,572 | 1,056 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||