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Destiny Wealth Partners, LLC

Position in UBS — UBS Group AG

CIK 1844369 TAVARES, FL

Position in UBS

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$12,307
New position
Shares Held
315
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Destiny Wealth Partners, LLC holds $1,366,387 across 3 Banks - Diversified names.

# Ticker Company Shares Value (USD) Open

All Filings in UBS

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $12,307 315