CUSIP 901165100IFDTBGVXQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
4 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kelleher Financial Advisors | 268.4K | $7.56M | +268.4K | New |
| 2 | North Star Asset Management Inc | 76.0K | $2.14M | −7.7K | Reduced |
| 3 | Redwood Wealth Management Group, LLC | 10.7K | $300.9K | +1.2K | Added |
| 4 | Coston, Mcisaac & Partners | 942 | $26 |
| +103 |
| Added |