Ignite Planners, LLC UMC — UNITED MICROELECTRONICS CORP

Ownership history in Ignite Planners, LLC  ·  11 quarters on record

AI Ownership Summary

Ignite Planners, LLC reported UNITED MICROELECTRONICS CORP (UMC) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2023 Q4. The latest visible filing shows UMC at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ignite Planners, LLC's position in UNITED MICROELECTRONICS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UMC was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UMC stock page Ignite Planners, LLC fund profile Ignite Planners, LLC full holdings
How Ignite Planners, LLC held UMC — position size vs. price
% of Fund (quarterly)    UMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 81,497 -3,431 -4.0% 0.11% $730K 2026-04-17 $11.66
2025 Q4 REDUCED 23.3% +14.2% ❌ 84,928 -25,740 -23.3% 0.13% $865K 2026-02-06 $10.06
2025 Q3 REDUCED — — — 110,668 -2,506 -2.2% 0.14% $839K 2025-10-08 $7.55
2025 Q2 ADDED — — — 113,174 +1,736 +1.6% 0.15% $847K 2025-07-23 $7.48
2025 Q1 ADDED — — — 111,438 +13,729 +14.1% 0.15% $781K 2025-05-06 $6.96
2024 Q4 ADDED — — — 97,709 +7,406 +8.2% 0.14% $642K 2025-01-14 $5.93
2024 Q3 ADDED — — — 90,303 +1,360 +1.5% 0.17% $760K 2024-10-07 $7.74
2024 Q2 REDUCED — — — 88,943 -599 -0.7% 0.18% $745K 2024-07-12 $7.83
2024 Q1 REDUCED 18.9% +8.3% ❌ 89,542 -20,827 -18.9% 0.20% $728K 2024-04-12 $7.10
2023 Q4 REDUCED 10.2% -4.0% ✅ 110,369 -12,515 -10.2% 0.27% $914K 2024-01-09 $7.22
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UMC

As of 2026 Q1 — sorted by position size

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 3Y 7Y 3.56% West Family Investments, Inc. 3Y 7Y 0.39% North of South Capital LLP 0.33% Moran Wealth Management, LLC 3Y 0.25% Haven Private, LLC 0.19% Ridgewood Investments LLC 3Y 7Y 0.19% Rafferty Asset Management, LLC 3Y 7Y 0.18% CogentBlue Wealth Advisors, LLC 0.18% First Affirmative Financial Network 3Y 0.16% Aquatic Capital Management LLC 3Y 0.16%

FAQ About Ignite Planners, LLC and UMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ignite Planners, LLC reported owning UMC?

Ignite Planners, LLC reported UMC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UMC position in Ignite Planners, LLC's portfolio?

The largest reported portfolio weight for UMC was 0.27% in 2023 Q4.

What is the latest reported UMC position on this page?

The most recent filing on this page is 2026 Q1, when Ignite Planners, LLC reported 81,497 shares, equal to 0.11% of portfolio, with an estimated market value of $730K.

What does the chart on this UMC ownership page compare?

The chart compares Ignite Planners, LLC's quarterly UMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ignite Planners, LLC time their UMC position?

Based on 13F filing dates vs. subsequent UMC price moves, Ignite Planners, LLC correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on UMC relative to SPY over the holding period was +2.9%.

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