Ubs Group shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in Ubs Group
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Quarterly reported holdings in Ubs Group by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9k | 120 | 41.00 |
| 2025-06-30 | $4.1k | 120 | 33.82 |
| 2025-03-31 | $3.7k | 120 | 30.63 |
| 2024-12-31 | $3.6k | 120 | 30.32 |
| 2024-09-30 | $3.7k | 120 | 30.91 |
| 2024-06-30 | $3.5k | 120 | 29.54 |
| 2024-03-31 | $3.7k | 120 | 30.72 |
| 2023-12-31 | $3.7k | 120 | 30.90 |
| 2023-09-30 | $2.9k | 119 | 24.65 |
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