Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,378
+$503 QoQ
Shares Held
48
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#721
of 758 holders
Holding Since
Jun 2025
5 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, 2026SWAN Capital LLC holds $55,710 across 4 Banks - Diversified names. UBS ranks #4 (4.3% of the industry book) .
All Filings in UBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,378 | 48 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,875 | 48 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,222 | 48 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,968 | 48 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,246 | 96 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||