Position in UBS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$18,931
+$4,866 QoQ
Shares Held
382
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#645
of 758 holders
Holding Since
Jun 2024
9 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $6,905,935 across 18 Banks - Diversified names. UBS ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,206 | $6,286,699 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,953 | $111,281 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
991 | $81,896 | |
| 4 | C |
Citigroup Inc
|
553 | $77,397 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
416 | $39,557 | |
| 6 | RY |
Royal Bank Of Canada
|
184 | $38,082 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,847 | $36,736 | |
| 8 | BCS |
Barclays PLC
|
1,238 | $33,252 |
All Filings in UBS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,931 | 382 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $14,065 | 360 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $26,813 | 579 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $21,525 | 525 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $7,609 | 225 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,126 | 200 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,578 | 151 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $4,265 | 138 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,004 | 34 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||