Unified Ser Tr shares owned by ValMark Advisers
Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Unified Ser Tr
Tip: Access up to 7 years of quarterly data
All positions including Unified Ser Tr held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Unified Ser Tr by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 76k | 40.22 |
| 2025-06-30 | $2.7M | 71k | 38.19 |
| 2025-03-31 | $2.6M | 77k | 33.42 |
| 2024-12-31 | $2.1M | 65k | 32.12 |
| 2024-09-30 | $3.3M | 95k | 34.41 |
| 2024-06-30 | $1.9M | 58k | 32.25 |