Skip to main content

EP Wealth Advisors, LLC

Position in AMUB — Ubs AG

CIK 1540569 TORRANCE, CA

Position in AMUB

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$210,261
-$1,665 QoQ
Shares Held
7,300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 32 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AMUB Over Time

Shares Held

Position Value (USD)

All Filings in AMUB

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 MLPB $210,261 7,300
2026-03-31 MLPB $211,926 7,300