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Ubiquiti shares owned by Iron Horse Wealth Management

Quarter-by-quarter ownership of Ubiquiti (UI) shares owned by Iron Horse Wealth Management from 13F filings

Historical chart of Iron Horse Wealth Management investment in Ubiquiti

Tip: Access up to 7 years of quarterly data

All positions including Ubiquiti held by Iron Horse Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubiquiti by Iron Horse Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $54k 132 411.65

More positions owned by Iron Horse Wealth Management

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Iron Horse Wealth Management

Top funds holding Ubiquiti

BlackRock
Renaissance Technologies
SW Investment Management
Arrowstreet Capital, Limited Partnership
AQR Capital Management
Morgan Stanley
Pacer Advisors
Vanguard Group
Capital World Investors
Long Walk Management
Geode Capital Management
State Street Corporation
Goldman Sachs Group
Gotham Asset Management
Bank of New York Mellon

View all funds holding Ubiquiti