Unify Financial Advisors quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Unify Financial Advisors opened 0 positions, added to 0, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was PFF (-$251,658); the largest decrease was PFF (-$251,658).
- PFF: Country of operation —; Class PFD AND INCM SEC; Shares 2026-03-31 29,452; Shares 2026-06-30 21,034.
Two Form 13F-HR filings compared (SEC CIK 2126814): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| STEEL PARTNERS HOLDINGS L.P. | United States | $0.096B | 10 |
| J. Mark Nickell & Co. | United States | $0.096B | 31 |
| Yanni & Associates Investment Advisors, LLC | United States | $0.096B | 34 |
| Samara Investment Management, LLC | United States | $0.096B | 72 |
| Watershed Asset Management, L.L.C. | United States | $0.096B | 118 |
| Fullerton Advisors, LLC | United States | $0.097B | 53 |
| RAMSEY QUANTITATIVE SYSTEMS | United States | $0.097B | 14 |
| truNorth Financial Services, Inc. | United States | $0.097B | 49 |
| Professional Financial Management, Inc. | United States | $0.096B | 23 |
| Standard Family Office LLC | United States | $0.097B | 31 |