Ubs Group shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Ubs Group
Tip: Access up to 7 years of quarterly data
All positions including Ubs Group held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ubs Group by Mariner Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $5.2M | 169k | 30.93 |
2024-06-30 | $4.8M | 162k | 29.54 |
2024-03-31 | $4.8M | 156k | 30.72 |
2023-12-31 | $4.6M | 149k | 30.90 |
2023-09-30 | $3.4M | 139k | 24.65 |
2023-06-30 | $2.6M | 128k | 20.24 |
2023-03-31 | $2.6M | 122k | 21.27 |
2022-12-31 | $2.3M | 124k | 18.67 |
2022-09-30 | $1.9M | 132k | 14.51 |
2022-06-30 | $699k | 43k | 16.21 |
2022-03-31 | $821k | 42k | 19.54 |
2021-12-31 | $555k | 31k | 17.87 |
2021-09-30 | $296k | 19k | 15.93 |
2021-06-30 | $248k | 16k | 15.35 |