OALC — 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 (OALC). 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
0.3% (2025 Q3)
Avg. % of fund
0.22%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,896 -3,345 -29.8% 0.14% $280K $35.45
2025 Q3 INITIATED 11,241 — — 0.30% $333K $34.60
% of Fund (quarterly)    OALC price (monthly, adj. close)

Other funds also holding OALC

As of 2025 Q4 — sorted by position size

OneAscent Wealth Management LLC 3Y 13.7% OneAscent Financial Services LLC 3Y 8.31% PATRON PARTNERS, LLC 3Y 1.87% TrueWealth Advisors, LLC 3Y 1.06% First Heartland Consultants, Inc. 3Y 7Y 0.18% Values First Advisors, Inc. 3Y 0.14% Atria Investments, Inc 3Y 7Y 0.1% Security Financial Services, INC. 3Y 0.07% RFG Advisory, LLC 3Y 7Y 0.05% Dynamic Advisor Solutions LLC 3Y 7Y 0.02%
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