Position in UI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$19,757
-$21,744 QoQ
Shares Held
25
-66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $166,211 across 4 Communication Equipment names. UI ranks #2 (11.9% of the industry book) .
All Filings in UI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,757 | 25 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $41,501 | 75 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $33,029 | 50 | Shares | Sole | 2025-11-24 | |
| No filing history on record for this holder in this stock. | ||||||