Unified Ser Tr shares owned by Harbor Investment Advisory
Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Harbor Investment Advisory
from 13F filings
Historical chart of Harbor Investment Advisory investment in Unified Ser Tr
Tip: Access up to 7 years of quarterly data
All positions including Unified Ser Tr held by Harbor Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Unified Ser Tr by Harbor Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29k | 655 | 44.05 |
| 2025-06-30 | $43k | 1.1k | 39.48 |
| 2025-03-31 | $54k | 1.4k | 38.60 |
| 2024-12-31 | $52k | 1.2k | 41.59 |
| 2024-09-30 | $64k | 1.7k | 38.51 |
| 2024-06-30 | $59k | 1.6k | 35.88 |
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