13F Filings History of UNIONVIEW, LLC
- Latest 13F filing
- Q4 2024 - 03 Feb 2025
- Latest reported 13F value
- $136,433,594
- Largest 13F holdings
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MSFT IJH IWF JAVA FVD MDY AAPL FV SPY IWM IJR AMZN
+8 more
IWD IQLT EFA COST IVV IJS LLY DVY - Form 13F summary
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- UNIONVIEW, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- UNIONVIEW, LLC reported 91 equity holdings with a total reported market value of $136,433,594 for Q4 2024. Top reported holdings included MSFT, IJH, IWF, JAVA, and FVD.
- Manager signature
- M. Katherine Pieper - Chief Compliance Officer
- Manager location
- Seattle, WA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q4 2024
Latest value
$136,433,594
Quarter delta
+$7,960,832
Accepted
03 Feb 2025, 08:22
Rows shown
1-13 of 13
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 91 | $136,433,594 | +$10,475,477 | -$2,236,089 | +$8,239,388 | MSFT, IJH, IWF, JAVA, FVD | 13F-HR | 03 Feb 2025, 08:22 |
| Q3 2024 | 95 | $128,472,762 | +$1,905,070 | -$2,126,156 | -$221,086 | MSFT, IWF, JAVA, FVD, MDY | 13F-HR | 06 Nov 2024, 11:12 |
| Q2 2024 | 90 | $122,465,657 | +$2,086,940 | -$1,633,430 | +$453,510 | MSFT, IWF, JAVA, FVD, MDY | 13F-HR | 02 Aug 2024, 06:48 |
| Q1 2024 | 92 | $120,867,838 | +$13,789,075 | -$9,677,341 | +$4,111,734 | MSFT, IWF, FVD, MDY, JAVA | 13F-HR | 29 Apr 2024, 13:58 |
| Q4 2023 | 84 | $111,368,380 | +$3,050,982 | -$9,196,675 | -$6,145,693 | FVD, MSFT, IWF, MDY, SPY | 13F-HR | 23 Jan 2024, 12:21 |
| Q3 2023 | 81 | $105,805,243 | +$3,244,011 | -$1,873,725 | +$1,370,286 | FVD, MSFT, MDY, IWF, SHY | 13F-HR | 30 Oct 2023, 12:37 |
| Q2 2023 | 83 | $109,479,033 | +$3,334,975 | -$6,428,736 | -$3,093,761 | FVD, MSFT, MDY, IWF, SHY | 13F-HR | 25 Jul 2023, 15:16 |
| Q1 2023 | 82 | $106,605,439 | +$3,540,356 | -$1,853,226 | +$1,687,130 | FVD, MSFT, SHY, MDY, IWF | 13F-HR | 01 May 2023, 18:49 |
| Q4 2022 | 76 | $100,028,016 | +$8,199,929 | -$1,893,230 | +$6,306,699 | FVD, SHY, MSFT, MDY, IWF | 13F-HR | 09 Feb 2023, 17:00 |
| Q3 2022 | 72 | $87,612,000 | +$6,358,304 | -$2,352,774 | +$4,005,530 | FVD, SHY, MSFT, MDY, IWF | 13F-HR | 14 Nov 2022, 10:25 |
| Q2 2022 | 76 | $89,519,000 | +$6,507,226 | -$8,576,612 | -$2,069,386 | FVD, MSFT, SHY, MDY, IWF | 13F-HR | 08 Aug 2022, 20:24 |
| Q1 2022 | 91 | $107,031,000 | +$10,882,029 | -$5,131,087 | +$5,750,942 | FVD, MSFT, SHY, MDY, IWF | 13F-HR | 16 May 2022, 10:46 |
| Q4 2021 | 93 | $106,929,000 | $0 | $0 | $0 | MSFT, FVD, IWF, SHY, MDY | 13F-HR | 10 Feb 2022, 20:25 |