Union Bancaire Privee, UBP SA
Holdings in WFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $515,646 | 8,438 | Shares | Defined | 2026-01-05 |
| 2025-09-30 | $580,277 | 8,536 | Shares | Defined | 2025-10-07 |
| 2025-06-30 | $833,640 | 11,373 | Shares | Defined | 2025-07-18 |
| 2025-03-31 | $844,416 | 10,975 | Shares | Defined | 2025-04-16 |
| 2024-12-31 | $1,040,244 | 12,019 | Shares | Defined | 2025-01-22 |