Position in UI
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$283,714
+$57,394 QoQ
Shares Held
359
-12.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Grant Private Wealth Management Inc holds $1,453,450 across 1 Communication Equipment name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
12,374 | $1,453,450 |
All Filings in UI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $283,714 | 359 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $226,320 | 409 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $270,177 | 409 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||