Position in UBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,101,712
+$632,723 QoQ
Shares Held
62,585
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#231
of 758 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Altman Advisors, Inc. holds $14,842,297 across 5 Banks - Diversified names. UBS ranks #3 (20.9% of the industry book) .
All Filings in UBS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,101,712 | 62,585 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,468,989 | 63,194 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,240,032 | 69,964 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,942,652 | 71,772 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,429,121 | 71,825 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,137,422 | 69,782 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,087,046 | 68,834 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,119,838 | 68,581 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,006,120 | 67,912 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,083,092 | 67,809 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,062,914 | 66,761 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,688,081 | 68,482 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $1,580,397 | 74,058 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,363,115 | 73,011 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,136,205 | 78,305 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,304,266 | 80,411 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,448,871 | 74,149 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||