Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$279,865
+$59,237 QoQ
Shares Held
5,647
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#505
of 758 holders
Holding Since
Sep 2025
4 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, 2026AIRE ADVISORS, LLC holds $5,740,484 across 3 Banks - Diversified names. UBS ranks #3 (4.9% of the industry book) .
All Filings in UBS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,865 | 5,647 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $220,628 | 5,647 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $260,169 | 5,618 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $230,297 | 5,617 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||