USNA β€” USANA HEALTH SCIENCES INC

Ownership history in Unison Advisors LLC  Β·  6 quarters on record

AI Ownership Summary

Unison Advisors LLC reported USANA HEALTH SCIENCES INC (USNA) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.08% in 2024 Q3. The latest visible filing shows USNA at 0.03% 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 USNA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Unison Advisors LLC's position in USANA HEALTH SCIENCES INC, 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
2025 Q4

USNA was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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.

How Unison Advisors LLC held USNA β€” position size vs. price
% of Fund (quarterly)    USNA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 18,000 β€” 0% 0.03% $353K 2026-02-14 (Est.) $20.90
2025 Q3 UNCHANGED 18,000 β€” 0% 0.05% $496K 2025-11-05 $20.41
2025 Q2 UNCHANGED 18,000 β€” 0% 0.06% $550K 2025-07-29 $30.26
2025 Q1 UNCHANGED 18,000 β€” 0% 0.06% $485K 2025-05-06 $28.47
2024 Q4 UNCHANGED 18,000 β€” 0% 0.08% $646K 2025-02-12 $30.42
2024 Q3 INITIATED 18,000 β€” β€” 0.08% $683K 2024-10-09 $35.43

FAQ About Unison Advisors LLC and USNA

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

How long has Unison Advisors LLC reported owning USNA?

Unison Advisors LLC reported USNA across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported USNA position in Unison Advisors LLC's portfolio?

The largest reported portfolio weight for USNA was 0.08% in 2024 Q3.

What is the latest reported USNA position on this page?

The most recent filing on this page is 2025 Q4, when Unison Advisors LLC reported 18,000 shares, equal to 0.03% of portfolio, with an estimated market value of $353K.

What does the chart on this USNA ownership page compare?

The chart compares Unison Advisors LLC's quarterly USNA 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.

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