Ubs Group shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Ubs Group
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Quarterly reported holdings in Ubs Group by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $551k | 13k | 41.00 |
| 2025-06-30 | $431k | 13k | 33.82 |
| 2025-03-31 | $383k | 13k | 30.63 |
| 2024-12-31 | $322k | 11k | 30.32 |
| 2024-06-30 | $273k | 9.3k | 29.54 |
| 2020-09-30 | $127k | 11k | 11.12 |
| 2019-03-31 | $17k | 1.4k | 11.79 |
| 2018-12-31 | $18k | 1.4k | 12.48 |
| 2018-09-30 | $30k | 2.0k | 15.25 |
| 2018-06-30 | $21k | 1.4k | 15.28 |
| 2018-03-31 | $25k | 1.5k | 17.17 |
| 2017-12-31 | $30k | 1.6k | 18.19 |