Position in UBS
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$5,196
-$963 QoQ
Shares Held
133
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Harbor Asset Planning, Inc. holds $104,405 across 3 Banks - Diversified names.
All Filings in UBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,196 | 133 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,159 | 133 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,453 | 133 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,498 | 133 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||