Filer Snapshot

UNIONVIEW, LLC

CIK 0001908167. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

13

Latest filing

03 Feb 2025

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q4 2024. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$136.43M

91 holdings for Q4 2024

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Largest parsed holding

MSFT

$11.11M reported value

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13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 03 Feb 2025 for CIK 0001908167.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$136.43M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$136.43M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
MSFT IJH IWF JAVA FVD
+15 moreMDY AAPL FV SPY IWM IJR AMZN IWD IQLT EFA COST IVV IJS LLY DVY

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

MSFT IJH IWF JAVA FVD MDY AAPL FV
+12 moreSPY IWM IJR AMZN IWD IQLT EFA COST IVV IJS LLY DVY
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
1500 Westlake Ave North, Suite 124, Seattle, WA, 98109
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
WA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about UNIONVIEW, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $136.43M across 91 reported holdings for Q4 2024.
  • Largest parsed 13F holding: MSFT at $11.11M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 91 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q4 2024 - 03 Feb 2025

Top 5 concentration

34%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$46.91M

Compared with $136.43M total 13F value.

Top 5 net change

+$6.77M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: IJH ยท Largest trim: NVO

MSFT IJH IWF JAVA FVD Other holdings

MSFT

8.1%

Microsoft Corp

$11.11M

IJH

7.5%

Ishares Tr

$10.19M

IWF

6.8%

Ishares Tr

$9.23M

JAVA

6.2%

J P Morgan Exchange Traded F

$8.52M

FVD

5.8%

First Tr Value Line Divid In

$7.85M

Latest update

What changed recently for UNIONVIEW, LLC

New filing available

Latest 13F period: Q4 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

03 Feb 2025

Page type

Filer profile

Latest period

Q4 2024

Institutional portfolio context was refreshed from a 13F filing filed on 03 Feb 2025.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

UNIONVIEW, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q4 2024. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001908167 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
13
First seen
11 Feb 2022
Latest filing
03 Feb 2025
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

UNIONVIEW, LLC SEC filings UNIONVIEW, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 13 SEC filings for UNIONVIEW, LLC.

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13F-HR

13F-HR filing

Filing date
03 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
02 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
29 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
23 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
30 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
25 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
02 May 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
09 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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