Legacy Wealth Asset Management, LLC

Position in AMUB — Ubs AG

CIK 1846151 WOODBURY, MN

Position in AMUB

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$5,697,934

+$852,909 QoQ

Shares Held

172,848

+0.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.65%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 UCIB	$5,697,934	172,848	+0.1%	Shares	Sole	2026-04-08
2025-12-31 UCIB	$4,845,025	172,642	+2.5%	Shares	Sole	2026-01-12
2025-09-30 UCIB	$4,574,933	168,357	+8.8%	Shares	Sole	2025-10-14
2025-06-30 UCIB	$4,077,526	154,692	+12.8%	Shares	Sole	2025-07-30
2025-03-31 UCIB	$3,640,823	137,105	+11.5%	Shares	Sole	2025-04-09
2024-12-31 UCIB	$3,167,324	122,979	+5.3%	Shares	Sole	2025-01-15
2024-09-30 UCIB	$3,034,893	116,839	-3.8%	Shares	Sole	2024-10-23
2024-06-30 UCIB	$3,169,088	121,421	-9.2%	Shares	Sole	2024-08-14
2024-03-31 UCIB	$3,409,202	133,668	+15.9%	Shares	Sole	2024-04-19
2023-12-31 UCIB	$2,788,012	115,374	-9.4%	Shares	Sole	2024-01-10
2023-09-30 UCIB	$3,234,817	127,355	-2.0%	Shares	Sole	2023-11-01
2023-06-30 UCIB	$3,048,024	129,952	+3.1%	Shares	Sole	2023-08-04
2023-03-31 UCIB	$3,066,048	126,097	+0.3%	Shares	Sole	2023-04-24
2022-12-31 UCIB	$3,109,092	125,752	+5.1%	Shares	Sole	2023-02-02
2022-09-30 UCIB	$2,716,477	119,637	-2.2%	Shares	Sole	2022-10-14
2022-06-30 UCIB	$2,970,092	122,362	+3.8%	Shares	Sole	2022-07-19
2022-03-31 UCIB	$3,046,520	117,831	+5.6%	Shares	Sole	2022-05-12
2021-12-31 UCIB	$2,333,472	111,596	-9.4%	Shares	Sole	2022-02-10
2021-09-30 UCIB	$2,469,283	123,187	-6.6%	Shares	Sole	2021-10-19
2021-06-30 UCIB	$2,549,319	131,850	-21.6%	Shares	Sole	2021-07-14
2021-03-31 UCIB	$2,838,408	168,202	-9.4%	Shares	Sole	2021-04-20
2020-12-31 UCIB	$2,825,455	185,580	—	Shares	Sole	2021-03-25
No filing history on record for this holder in this stock.