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Unified Ser Tr shares owned by Harbour Investments

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Harbour Investments from 13F filings

Historical chart of Harbour Investments investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unified Ser Tr by Harbour Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 32k 40.22
2025-06-30 $1.3M 34k 38.19
2025-03-31 $31k 937 33.42

More positions owned by Harbour Investments

Vanguard Index Fds &p 500 Etf Shs (VOO)
Invesco Qqq Tr Nit Ser 1 (QQQ)
First Tr Exchange-traded Mid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi T Vest Laddered (BUFR)
Ishares Tr Ore S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Mith Unconstrai (UCON)
Apple Om (AAPL)
Ishares Tr Ore S&p500 Etf (IVV)
First Tr Exchange-traded Ap Strength Etf (FTCS)
Schwab Strategic Tr S Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr R Unit (SPY)
Spdr Series Trust Ortfolio S&p500 (SPLG)
Schwab Strategic Tr S Dividend Eq (SCHD)
Nvidia Corporation Om (NVDA)
Capital Grp Fixed Incm Etf T Ore Plus Incm (CGCP)

View all positions for Harbour Investments

Top funds holding Unified Ser Tr

OneAscent Financial Services
Atria Investments
OneAscent Wealth Management
Plan A Wealth
OneAscent Family Office
Change Path
Citadel Advisors
ValMark Advisers
Investment Research Partners
Pensionmark Financial Group
Envestnet Asset Management
OneAscent Investment Solutions
Inspire Advisors
Jane Street
RFG Advisory

View all funds holding Unified Ser Tr