Position in UI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,476
New position
Shares Held
14
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#310
of 353 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Communication Equipment
Technology · as of Jun 30, 2026VSM Wealth Advisory, LLC holds $151,834 across 2 Communication Equipment names. UI ranks #2 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
1,229 | $144,358 | |
| 2 | UI |
Ubiquiti Inc.
This page
|
14 | $7,476 |
All Filings in UI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,476 | 14 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||