Ubs Group shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Ubs Group
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Quarterly reported holdings in Ubs Group by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 86k | 30.91 |
| 2024-06-30 | $2.5M | 86k | 29.54 |
| 2024-03-31 | $2.7M | 87k | 30.72 |
| 2023-12-31 | $2.8M | 90k | 30.90 |
| 2023-09-30 | $2.3M | 94k | 24.65 |
| 2023-06-30 | $2.0M | 97k | 20.27 |
| 2023-03-31 | $2.2M | 104k | 21.34 |
| 2022-12-31 | $2.0k | 106k | 0.02 |
| 2022-09-30 | $1.8M | 125k | 14.51 |
| 2022-06-30 | $2.1M | 128k | 16.22 |
| 2022-03-31 | $2.8M | 142k | 19.54 |
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