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Disclosery

Crown Wealth Group, LLC: UBSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crown Wealth Group, LLC on UBSI, newest first. How the timeline and the estimate are built.

Crown Wealth Group, LLC held 33,031 UBSI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,031 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,513,811.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,031 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,368,144.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,031 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,268,390.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,031 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,229,084.

    13F-HR 0002085853-25-000126 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,031 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,203,319.

    13F-HR 0001667731-25-000836 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).