Unified Ser Tr shares owned by Patron Partners Advisors
Quarter-by-quarter ownership of Unified Ser Tr (OALC) shares owned by Patron Partners Advisors
from 13F filings
Historical chart of Patron Partners Advisors investment in Unified Ser Tr
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Quarterly reported holdings in Unified Ser Tr by Patron Partners Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 119k | 34.81 |
| 2025-06-30 | $3.8M | 116k | 32.45 |
| 2025-03-31 | $3.4M | 118k | 28.58 |
| 2024-12-31 | $3.2M | 107k | 29.63 |
| 2024-09-30 | $2.5M | 86k | 29.24 |
| 2024-06-30 | $2.3M | 83k | 27.93 |
| 2024-03-31 | $2.0M | 72k | 27.35 |
| 2023-12-31 | $571k | 23k | 24.94 |