Unified Investment Management
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 108,480
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 145 | 108,480 | 13F-HR | Unified Investment Management |
| Q1 2026 | 4/29/2026 | 134 | 97,911 | 13F-HR | Unified Investment Management |
| Q4 2025 | 2/9/2026 | 137 | 99,845 | 13F-HR | Unified Investment Management |
| Q3 2025 | 10/27/2025 | 136 | 100,211 | 13F-HR | Unified Investment Management |
| Q2 2025 | 7/15/2025 | 125 | 93,276 | 13F-HR | Unified Investment Management |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.269 K
(1.2% of total reported value)
· QoQ Δ:
+487
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 76.17 K | 71.0% | 6.534 K | 0 | 6.534 K |
| ETFs | 30.36 K | 28.3% | 3.552 K | 0 | 3.552 K |
| Debt | 680 | 0.6% | 1 | 0 | 1 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
108,480
Holdings
145
QoQ value change ($000)
10,569
(10.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.