Valued Advisers Tr shares owned by UBS Group
Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in Valued Advisers Tr
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Quarterly reported holdings in Valued Advisers Tr by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $683k | 27k | 25.67 |
| 2025-06-30 | $1.7M | 70k | 25.04 |
| 2025-03-31 | $1.8M | 76k | 23.19 |
| 2024-12-31 | $151k | 6.4k | 23.76 |
| 2024-09-30 | $110k | 4.7k | 23.24 |
| 2024-06-30 | $170k | 7.9k | 21.66 |
| 2024-03-31 | $24k | 1.1k | 21.94 |
| 2023-12-31 | $37k | 1.8k | 19.88 |
| 2023-06-30 | $47k | 2.5k | 18.60 |
| 2023-03-31 | $33k | 1.9k | 17.16 |
| 2022-12-31 | $897k | 57k | 15.70 |