Position in UBS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$579,604
+$122,681 QoQ
Shares Held
11,695
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.41%
of 13F equity value
Holder Rank
#385
of 757 holders
Holding Since
Dec 2022
15 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, 2026Seed Wealth Management, Inc. holds $1,135,947 across 3 Banks - Diversified names. UBS ranks #1 (51.0% of the industry book) .
All Filings in UBS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $579,604 | 11,695 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $456,923 | 11,695 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $541,595 | 11,695 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $489,745 | 11,945 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $414,125 | 12,245 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $402,325 | 13,135 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $398,253 | 13,135 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $406,002 | 13,135 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $388,007 | 13,135 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $376,166 | 12,245 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $405,871 | 13,135 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $323,777 | 13,135 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $266,246 | 13,135 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $280,300 | 13,135 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $245,230 | 13,135 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||