Position in UI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$91,853
-$44,076 QoQ
Shares Held
172
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#257
of 353 holders
Holding Since
Dec 2024
7 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, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $400,667 across 4 Communication Equipment names. UI ranks #3 (22.9% of the industry book) .
All Filings in UI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,853 | 172 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $135,929 | 172 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $95,176 | 172 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $113,619 | 172 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $70,803 | 172 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $53,344 | 172 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $57,091 | 172 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||