Unified Ser Tr shares owned by Patron Partners Advisors
Quarter-by-quarter ownership of Unified Ser Tr (OAIM) 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 | $1.8M | 46k | 40.22 |
| 2025-06-30 | $1.9M | 51k | 38.19 |
| 2025-03-31 | $1.6M | 49k | 33.42 |
| 2024-12-31 | $1.4M | 43k | 32.12 |
| 2024-09-30 | $1.3M | 38k | 34.41 |
| 2024-06-30 | $991k | 31k | 32.25 |
| 2024-03-31 | $837k | 26k | 32.13 |
| 2023-12-31 | $296k | 9.7k | 30.40 |
| 2023-06-30 | $225k | 7.3k | 30.74 |