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DRIVE WEALTH MANAGEMENT, LLC: UBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DRIVE WEALTH MANAGEMENT, LLC on UBS, newest first. How the timeline and the estimate are built.

DRIVE WEALTH MANAGEMENT, LLC held 11,849 UBS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,849 shares
    Change vs previous 13F +296 shares

    0.1% of the 13F portfolio, value $587,222.

    13F-HR 0001754960-26-000602 filed by DRIVE WEALTH MANAGEMENT, 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 11,553 shares
    Change vs previous 13F -1,047 shares

    0.1% of the 13F portfolio, value $451,383.

    13F-HR 0001754960-26-000239 filed by DRIVE WEALTH MANAGEMENT, 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 12,600 shares
    Change vs previous 13F +1,500 shares

    0.11% of the 13F portfolio, value $583,492.

    13F-HR 0001754960-26-000152 filed by DRIVE WEALTH MANAGEMENT, 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 11,100 shares
    Change vs previous 13F +449 shares

    0.1% of the 13F portfolio, value $455,087.

    13F-HR 0001754960-25-000737 filed by DRIVE WEALTH MANAGEMENT, 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 10,651 shares
    Change vs previous 13F -114 shares

    0.08% of the 13F portfolio, value $360,206.

    13F-HR 0001754960-25-000500 filed by DRIVE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,765 shares
    Change vs previous 13F -271 shares

    0.08% of the 13F portfolio, value $329,741.

    13F-HR 0001754960-25-000281 filed by DRIVE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 11,036 shares
    Change vs previous 13F -128 shares

    0.08% of the 13F portfolio, value $334,609.

    13F-HR 0001754960-25-000055 filed by DRIVE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 11,164 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $345,092.

    13F-HR/A 0001754960-24-000550 filed by DRIVE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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