Position in UBS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$247,800
New position
Shares Held
5,000
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#527
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Madson Wealth Advisors Inc holds $1,081,394 across 4 Banks - Diversified names. UBS ranks #4 (22.9% of the industry book) .
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,800 | 5,000 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||