SEC 13F Intelligence

Unified Investment Management / NEAR

Unified Investment Management’s Ishares U S Etf Tr Position

Does Unified Investment Management own Ishares U S Etf Tr (NEAR)? Yes — 41.4K shares worth $2M (+2.15% of its 13F portfolio) as of Q1 2026, up from 41.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
41.4K
% of Portfolio
+2.15%
Quarters Held
6
currently held

Position History NEAR

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202641.4K$2M+2.15%
Q4 202541.4K$2M+2.12%
Q3 202541.4K$2M+2.12%
Q2 202541.9K$2M+2.29%
Q1 202541.9K$2M+2.52%
Q4 202444.0K$2M+2.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Unified Investment Management’s full portfolio or all institutional holders of NEAR.