Integrated Investment Consultants, LLC
Position in UBS — UBS Group AG
CIK 1665337
BLOOMFIELD HILLS, MI
Position in UBS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$296,417
+$62,741 QoQ
Shares Held
5,981
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#489
of 758 holders
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Integrated Investment Consultants, LLC holds $10,672,046 across 4 Banks - Diversified names. UBS ranks #4 (2.8% of the industry book) .
All Filings in UBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,417 | 5,981 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $233,676 | 5,981 | Shares | Other | 2026-06-01 | |
| 2025-09-30 | $245,221 | 5,981 | Shares | Other | 2025-11-18 | |
| 2025-06-30 | $202,276 | 5,981 | Shares | Other | 2025-08-14 | |
| 2023-03-31 | $263,997 | 12,371 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||