Unify Financial Advisors

Q3 2026 13F Holdings

Location
Clearwater, FL
Holdings as of
9/30/2026
Value ($000)
$109,016
Num holdings
86
Date filed
11/3/2026
Form type
13F-HR
Prev filing
7/21/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type