UNIONVIEW, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - Apr 29, 2024
Value $
$121M
Signature - Title
M. Katherine Pieper - Chief Compliance Officer
Location
1500 Westlake Ave North, Suite 124, Seattle, Washington
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 92 $121M +$13.8M -$9.68M +$4.11M MSFT, IWF, FVD, MDY, JAVA, SPY 13F-HR 4/29/2024, 01:58 PM
Q4 2023 84 $111M +$3.05M -$9.2M -$6.15M FVD, MSFT, IWF, MDY, SPY, IWM 13F-HR 1/23/2024, 12:21 PM
Q3 2023 81 $106M +$3.24M -$1.87M +$1.37M FVD, MSFT, MDY, IWF, SHY, SPY 13F-HR 10/30/2023, 12:37 PM
Q2 2023 83 $109M +$3.33M -$6.43M -$3.09M FVD, MSFT, MDY, IWF, SHY, SPY 13F-HR 7/25/2023, 03:16 PM
Q1 2023 82 $107M +$3.54M -$1.85M +$1.69M FVD, MSFT, SHY, MDY, IWF, SPY 13F-HR 5/1/2023, 06:49 PM
Q4 2022 76 $100M +$8.2M -$515K +$7.68M FVD, SHY, MSFT, MDY, IWF, IWM 13F-HR 2/9/2023, 04:00 PM
Q3 2022 72 $87.6M +$6.36M -$751K +$5.61M FVD, SHY, MSFT, MDY, IWF, IWM 13F-HR 11/14/2022, 09:25 AM
Q2 2022 76 $89.5M +$6.51M -$2.66M +$3.85M FVD, MSFT, SHY, MDY, IWF, IWM 13F-HR 8/8/2022, 08:24 PM
Q1 2022 91 $107M +$10.9M -$2.24M +$8.64M FVD, MSFT, SHY, MDY, IWF, IWM 13F-HR 5/16/2022, 10:46 AM
Q4 2021 93 $107M MSFT, FVD, IWF, SHY, MDY, IWM 13F-HR 2/10/2022, 07:25 PM