High Point Wealth Management, LLC
Position in UBSI — United Bankshares Inc/Wv
CIK 2106882
CHESTER, NJ
Position in UBSI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$383,872
+$40,128 QoQ
Shares Held
8,376
+0.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#256
of 446 holders
Holding Since
Dec 2025
3 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, 2026High Point Wealth Management, LLC holds $694,308 across 4 Banks - Regional names. UBSI ranks #1 (55.3% of the industry book) .
All Filings in UBSI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,872 | 8,376 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $343,744 | 8,299 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $315,571 | 8,218 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||