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EVOKE WEALTH, LLC

Position in UBS — UBS Group AG

CIK 1793432 Los Angeles, CA

Position in UBS

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$304,980
-$12,845 QoQ
Shares Held
7,806
+13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UBS Over Time

Shares Held

Position Value (USD)

All Filings in UBS

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $304,980 7,806
2025-12-31 $317,825 6,863
2025-09-30 $200,695 4,895
2021-12-31 $7,576 424
2021-09-30 $6,758 424
2021-06-30 $6,504 424
2021-03-31 $6,584 424
2020-06-30 $1,154 100
2020-03-31 $1,166 126