Position in UI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$29,905
-$14,351 QoQ
Shares Held
56
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#278
of 353 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $334,213 across 5 Communication Equipment names. UI ranks #3 (8.9% of the industry book) .
All Filings in UI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,905 | 56 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $44,256 | 56 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $30,987 | 56 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $36,992 | 56 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $23,052 | 56 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,367 | 56 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $18,588 | 56 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $23,280 | 105 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $15,294 | 105 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $12,164 | 105 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $14,514 | 104 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $15,111 | 104 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $18,102 | 103 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $27,984 | 103 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $28,173 | 103 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||