Unified Ser Tr shares owned by Capital Advisors
Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Unified Ser Tr
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All positions including Unified Ser Tr held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Unified Ser Tr by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $347k | 7.9k | 44.02 |
| 2025-06-30 | $191k | 4.9k | 39.38 |
| 2025-03-31 | $187k | 4.9k | 38.56 |
| 2024-12-31 | $140k | 3.4k | 41.44 |
| 2024-09-30 | $124k | 3.2k | 38.41 |
| 2024-06-30 | $75k | 2.1k | 35.71 |