Unify Financial Advisors

Q1 2026 13F-HR Holdings

Location
Clearwater, FL
Holdings as of
3/31/2026
Value ($000)
$96,386,976
Num holdings
89
Date filed
4/23/2026
Form type
13F-HR
Prev filing
4/8/2026
Next filing
SEC
View on sec.gov
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type