Position in UBSI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,155,247
+$920,517 QoQ
Shares Held
47,027
+57.8% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#119
of 446 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DOVER ADVISORS, LLC holds $3,963,023 across 3 Banks - Regional names. UBSI ranks #1 (54.4% of the industry book) .
All Filings in UBSI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,155,247 | 47,027 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,234,730 | 29,810 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,805,836 | 47,027 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,608,160 | 70,093 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,134,874 | 86,052 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,983,422 | 86,052 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||