Unify Financial Advisors
Q4 2025 13F-HR Holdings
Location
Clearwater, FL
Holdings as of
12/31/2025
Value ($000)
$95,989,775
Num holdings
94
Date filed
4/8/2026
Form type
13F-HR
Prev filing
Next filing
4/23/2026
SEC
View on sec.gov
Compare Q4 2025 to
2026 Q1
Issuer Name
Class
CUSIP
Value ($000)
%
Shares
Principal
Option Type