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Unified Ser Tr shares owned by Hrt Financial

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Hrt Financial from 13F filings

Historical chart of Hrt Financial investment in Unified Ser Tr

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All positions including Unified Ser Tr held by Hrt Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Hrt Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $512k 10k 50.89
2025-09-30 $284k 6.5k 43.94

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View all positions for Hrt Financial

Top funds holding Unified Ser Tr

Consolidated Planning Corp
Raymond James Financial
Rockefeller Capital Management
Hedeker Wealth Management
Englebert Financial Advisers
First City Capital Management
Weaver Consulting Group
Oakmont Partners
Commerce Advisors
Envestnet Asset Management
Cape Investment Advisory
TNB Financial
Warren Averett Asset Management
Steward Partners Investment Advisory
HB Wealth Management

View all funds holding Unified Ser Tr