Unified Ser Tr shares owned by HB Wealth Management
Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Unified Ser Tr
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Quarterly reported holdings in Unified Ser Tr by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $217k | 4.9k | 44.05 |
| 2024-12-31 | $457k | 11k | 41.58 |
| 2024-09-30 | $423k | 11k | 38.51 |
| 2024-06-30 | $394k | 11k | 35.88 |
| 2024-03-31 | $417k | 11k | 37.92 |
| 2023-12-31 | $401k | 11k | 37.01 |
| 2023-09-30 | $374k | 11k | 34.46 |
| 2023-06-30 | $383k | 11k | 35.36 |
| 2023-03-31 | $362k | 11k | 33.36 |
| 2022-12-31 | $341k | 11k | 31.76 |
| 2022-09-30 | $312k | 11k | 29.03 |
| 2022-06-30 | $327k | 11k | 30.42 |
| 2022-03-31 | $379k | 11k | 35.26 |
| 2021-12-31 | $402k | 11k | 37.50 |
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