Position in UBS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$435,136
+$92,102 QoQ
Shares Held
8,780
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#428
of 758 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Compton Wealth Advisory Group, LLC holds $12,677,525 across 3 Banks - Diversified names. UBS ranks #3 (3.4% of the industry book) .
All Filings in UBS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,136 | 8,780 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $343,034 | 8,780 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $406,601 | 8,780 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $359,980 | 8,780 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $296,939 | 8,780 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $268,931 | 8,780 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $684,959 | 22,591 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $698,287 | 22,591 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $667,338 | 22,591 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $693,995 | 22,591 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $389,061 | 12,591 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $310,368 | 12,591 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $255,219 | 12,591 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $268,691 | 12,591 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $244,838 | 13,114 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $190,284 | 13,114 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $274,523 | 16,925 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $427,808 | 21,894 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||