Position in UBSI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$400,691
+$75,364 QoQ
Shares Held
8,743
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#253
of 446 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NovaPoint Capital, LLC holds $989,010 across 3 Banks - Regional names. UBSI ranks #1 (40.5% of the industry book) .
All Filings in UBSI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,691 | 8,743 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $325,327 | 8,743 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $456,569 | 13,169 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||