Unified Ser Tr shares owned by ValMark Advisers
Quarter-by-quarter ownership of Unified Ser Tr (OAEM) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Unified Ser Tr
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All positions including Unified Ser Tr held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Unified Ser Tr by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $990k | 29k | 34.42 |
| 2025-06-30 | $881k | 27k | 32.36 |
| 2025-03-31 | $914k | 32k | 28.72 |
| 2024-12-31 | $783k | 27k | 29.14 |
| 2024-09-30 | $756k | 25k | 30.61 |
| 2024-06-30 | $1.0M | 34k | 30.40 |