SageView Advisory Group, LLC
Position in UMI — USCF Midstream Energy Income Fund
CIK 1914558
NEWPORT BEACH, CA
All Filings in UMI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 UMI | $304,296 | 6,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 UMI | $318,394 | 6,200 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 UMI | $316,324 | 6,200 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 UMI | $405,184 | 7,792 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 UMI | $386,872 | 7,792 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 UMI | $349,525 | 7,792 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 UMI | $346,647 | 8,249 | Principal | Sole | 2024-08-15 | |
| 2023-12-31 UMI | $301,203 | 8,249 | Principal | Sole | 2024-03-06 | |
| 2023-09-30 UMI | $329,977 | 9,347 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 UMI | $320,144 | 9,347 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 UMI | $309,338 | 9,347 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 UMI | $312,937 | 9,347 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||