Ubs Group shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Ubs Group
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Quarterly reported holdings in Ubs Group by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $505k | 12k | 41.00 |
| 2025-06-30 | $424k | 13k | 33.82 |
| 2025-03-31 | $336k | 11k | 30.63 |
| 2024-12-31 | $291k | 9.6k | 30.32 |
| 2024-09-30 | $377k | 12k | 30.91 |
| 2024-06-30 | $358k | 12k | 29.54 |
| 2024-03-31 | $206k | 6.7k | 30.72 |
| 2023-12-31 | $358k | 12k | 30.90 |
| 2023-09-30 | $288k | 12k | 24.65 |
| 2022-06-30 | $196k | 12k | 16.21 |
| 2020-12-31 | $34k | 2.6k | 13.16 |
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