OAIM — UNIFIED SER TR

Ownership history in Plan A Wealth LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Plan A Wealth LLC 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.

Peak position
12.39% (2025 Q4)
Avg. % of fund
6.73%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 611,968 +575,757 +1590.0% 12.39% $25.3M $41.39
2025 Q3 INITIATED 36,211 — — 1.06% $1.2M $39.83
% of Fund (quarterly)    OAIM price (monthly, adj. close)

Other funds also holding OAIM

As of 2025 Q4 — sorted by position size

OneAscent Wealth Management LLC 3Y 12.68% OneAscent Financial Services LLC 3Y 8.93% PATRON PARTNERS, LLC 3Y 0.84% Frontier Asset Management, LLC 3Y 0.41% Inspire Advisors, LLC 3Y 0.29% Atria Investments, Inc 3Y 7Y 0.28% TrueWealth Advisors, LLC 3Y 0.21% Values First Advisors, Inc. 3Y 0.13% First Heartland Consultants, Inc. 3Y 7Y 0.13% Firestone Capital Management 3Y 0.1%
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