Collaborative Investmnt Ser shares owned by UBS Group
Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in Collaborative Investmnt Ser
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Quarterly reported holdings in Collaborative Investmnt Ser by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $849 | 35 | 24.29 |
| 2025-06-30 | $165k | 6.9k | 23.83 |
| 2023-12-31 | $9.2k | 407 | 22.67 |
| 2023-09-30 | $9.1k | 430 | 21.12 |
| 2023-03-31 | $11k | 500 | 22.72 |
| 2022-12-31 | $66k | 2.9k | 22.51 |
| 2022-06-30 | $25k | 1.1k | 23.41 |
| 2021-12-31 | $44k | 1.6k | 28.17 |
| 2021-09-30 | $56k | 1.9k | 29.76 |