Unified Investment Management NEAR — ISHARES U S ETF TR

Ownership history in Unified Investment Management  ·  7 quarters on record

AI Ownership Summary

Unified Investment Management reported ISHARES U S ETF TR (NEAR) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 2.53% in 2024 Q4. The latest visible filing shows NEAR at 1.93% 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.

What this NEAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Unified Investment Management's position in ISHARES U S ETF TR, 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 Q2

NEAR was reported at 1.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.53% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

NEAR stock page Unified Investment Management fund profile Unified Investment Management full holdings
How Unified Investment Management held NEAR — position size vs. price
% of Fund (quarterly)    NEAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 41,415 +23 +0.1% 1.93% $2.1M 2026-07-27 $50.09
2026 Q1 ADDED — — — 41,392 +31 +0.1% 2.15% $2.1M 2026-04-29 $49.89
2025 Q4 REDUCED — — — 41,361 -67 -0.2% 2.12% $2.1M 2026-02-09 $49.92
2025 Q3 REDUCED — — — 41,428 -463 -1.1% 2.12% $2.1M 2025-10-27 $49.31
2025 Q2 ADDED — — — 41,891 +13 +0.0% 2.29% $2.1M 2025-07-15 $48.31
2025 Q1 REDUCED — — — 41,878 -2,170 -4.9% 2.52% $2.1M 2025-04-25 $47.84
2024 Q4 INITIATED — — — 44,048 — — 2.53% $2.2M 2025-02-06 $47.16

🏢 Other funds also holding NEAR

As of 2026 Q2 — sorted by position size

Alexander Randolph Advisory, Inc. 19.96% Clearwater Capital Advisors, LLC 3Y 7Y 12.06% Timmons Wealth Management, LLC 10.3% Bramshill Investments, LLC 3Y 7Y 10.1% OakTrust Wealth Advisors, LLC 6.85% MAIMON WEALTH MANAGEMENT LTD. 6.75% Weil Company, Inc. 3Y 7Y 5.21% Integrated Investment Consultants, LLC 3Y 7Y 4.28% Selby Wealth Management, LLC 2.9% Kraft, Davis & Associates, LLC 3Y 2.73%

FAQ About Unified Investment Management and NEAR

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

How long has Unified Investment Management reported owning NEAR?

Unified Investment Management reported NEAR across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported NEAR position in Unified Investment Management's portfolio?

The largest reported portfolio weight for NEAR was 2.53% in 2024 Q4.

What is the latest reported NEAR position on this page?

The most recent filing on this page is 2026 Q2, when Unified Investment Management reported 41,415 shares, equal to 1.93% of portfolio, with an estimated market value of $2.1M.

What does the chart on this NEAR ownership page compare?

The chart compares Unified Investment Management's quarterly NEAR 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 Unified Investment Management time their NEAR position?

Based on 13F filing dates vs. subsequent NEAR price moves, Unified Investment Management correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on NEAR relative to SPY over the holding period was -10.0%.

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