Rockwood Wealth Management, LLC
Holdings in UVE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $806,772 | 23,869 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $627,754 | 23,869 | Shares | Sole | 2025-10-14 |
| 2025-06-30 | $454,023 | 16,373 | Shares | Sole | 2025-07-11 |
| 2025-03-31 | $388,040 | 16,373 | Shares | Sole | 2025-04-14 |
| 2024-12-31 | $344,815 | 16,373 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $244,557 | 11,036 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $207,035 | 11,036 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $224,251 | 11,036 | Shares | Sole | 2024-04-22 |
| 2023-12-31 | $176,355 | 11,036 | Shares | Sole | 2024-01-17 |
| 2023-09-30 | $154,724 | 11,036 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $170,285 | 11,036 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $201,075 | 11,036 | Shares | Sole | 2023-07-20 |
| 2022-12-31 | $116,871 | 11,036 | Shares | Sole | 2023-07-20 |
| 2022-09-30 | $108,704 | 11,036 | Shares | Sole | 2023-07-20 |