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Net Worth Advisory Group: UBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on UBS, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 17,947 UBS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,947 shares
    Change vs previous 13F +483 shares

    0.22% of the 13F portfolio, value $889,446.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 17,464 shares
    Change vs previous 13F -431 shares

    0.14% of the 13F portfolio, value $682,332.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 17,895 shares
    Change vs previous 13F -6,831 shares

    0.17% of the 13F portfolio, value $828,723.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 24,726 shares
    Change vs previous 13F -1,234 shares

    0.29% of the 13F portfolio, value $1,013,756.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 25,960 shares
    Change vs previous 13F +1,140 shares

    0.19% of the 13F portfolio, value $877,973.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 24,820 shares
    Change vs previous 13F -1,842 shares

    0.24% of the 13F portfolio, value $760,242.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 26,662 shares
    Change vs previous 13F -448 shares

    0.25% of the 13F portfolio, value $808,398.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 27,110 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $837,965.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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