Ownership history in Firestone Capital Management · 11 quarters on record
This page tracks every 13F SEC filing in which Firestone Capital Management reported a position in UNIFIED SER TR (OAIM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 11,742 | +1,200 | +11.4% | 0.10% | $486K | $41.39 |
| 2025 Q3 | ADDED | 10,542 | +180 | +1.7% | 0.09% | $424K | $39.83 |
| 2025 Q2 | ADDED | 10,362 | +600 | +6.1% | 0.09% | $396K | $37.82 |
| 2025 Q1 | ADDED | 9,762 | +473 | +5.1% | 0.09% | $326K | $33.09 |
| 2024 Q4 | ADDED | 9,289 | +30 | +0.3% | 0.07% | $298K | $31.81 |
| 2024 Q3 | UNCHANGED | 9,259 | — | 0% | 0.08% | $319K | $33.28 |
| 2024 Q2 | UNCHANGED | 9,259 | — | 0% | 0.08% | $299K | $31.19 |
| 2024 Q1 | ADDED | 9,259 | +165 | +1.8% | 0.08% | $298K | $31.07 |
| 2023 Q4 | UNCHANGED | 9,094 | — | 0% | 0.09% | $276K | $29.40 |
| 2023 Q3 | UNCHANGED | 9,094 | — | 0% | 0.09% | $260K | $27.08 |
As of 2025 Q4 — sorted by position size