Skip to main content

Align Wealth Management, LLC

SEC CIK
0001961312
Latest filing
Jan 9, 2023

UI holding history

Ubiquiti Inc. in every 13F filed by Align Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UI overviewAll 13F holders of UIFull Q4 2022 holdings

Shares (Q4 2022)
200
Value
$58.7K
% of portfolio
<0.1%
Quarters held
1
Since Q4 2022
Holdings of UI by Align Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2022200$58.7K<0.1%–No prior filingHolders