Unified Ser Tr shares owned by Patron Partners Advisors
Quarter-by-quarter ownership of Unified Ser Tr (OACP) shares owned by Patron Partners Advisors
from 13F filings
Historical chart of Patron Partners Advisors investment in Unified Ser Tr
Tip: Access up to 7 years of quarterly data
All positions including Unified Ser Tr held by Patron Partners Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Unified Ser Tr by Patron Partners Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 126k | 23.06 |
| 2025-06-30 | $3.0M | 130k | 22.79 |
| 2025-03-31 | $2.9M | 129k | 22.78 |
| 2024-12-31 | $2.6M | 114k | 22.48 |
| 2024-09-30 | $2.2M | 92k | 23.40 |
| 2024-06-30 | $1.7M | 74k | 22.50 |
| 2024-03-31 | $1.7M | 74k | 22.70 |
| 2023-12-31 | $503k | 22k | 22.97 |
| 2023-09-30 | $224k | 10k | 21.69 |
| 2023-06-30 | $244k | 11k | 22.60 |